Streaming Scale and Global Base Power Netflix’s (NFLX) Next Phase of Monetization

Loomis Sayles, an investment management firm, disclosed its Global Growth Fund's Q2 2026 investor letter on August 21, 2026. The fund experienced a 6.43% return, falling short of the MSCI ACWI Index's 14.93% return. Loomis Sayles aimed to maintain an overweight position in communication services, consumer discretionary, and healthcare sectors, while adopting an underweight stance on information technology, financials, industrials, and consumer staples sectors. The company's top five holdings were discussed in the letter.