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Emerging Market Corporate Opportunity Set: Favorable Ratings Trend Persists into 2024

In 2023, the cloud of headline risks swirling around emerging market (EM) corporates (COVID,..

Is it Time to Pick Up Chinese Equities?

A flurry of negative economic and geopolitical headlines have battered Chinese equities over the..

Rethinking the EM Corporate Bond Asset Class: Insights for Insurers

Despite macro headwinds in 2023, emerging market (EM) debt performance was strong. How do you..

EM Equities Outlook: Opportunity Amid Structural Shifts and New Dynamics

1. Artificial intelligence (AI) was one of the most remarkable investment themes in equity markets..

EM Debt Outlook: Growth Drivers Persist

1. Last year, you felt EM inflation had peaked. Today, inflation has drifted lower in line with..

EM Corporates & ESG: A Surprisingly Strong Opportunity Set

Growing at a cumulative rate of over 300% since 2010, emerging markets (EM) corporates represent a..

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About the Authors

Loomis Sayles analysts are career professionals who offer deep knowledge and experience in a diversity of global asset classes and market sectors. These dedicated experts provide the insight essential to supporting our portfolio management teams across a wide range of investment strategies.

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