Dan Fuss—Loomis Sayles & Co., vice chairman
The bond manager is watching “very carefully the slight pulling apart within the European Union with individual countries -- France in particular, and Germany. You have to keep an eye on that. Short-term, you have to because it concerns the European Central Bank. Long-term, you have to watch what is happening to the European Union and if it could weaken to the point of ineffectual. Is there a second referendum in Britain and if so, does ‘Remain’ get 55 percent of the vote? That I think is a first-quarter event.” “More serious is what happens in the trade negotiations. We’re in a push-for-influence war with China. China’s the emerging power and we’re the established power,” he said in a Dec. 20 interview.