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Trade War 2.0 is Not Likely to Rebalance US-China Trade

The US government has been negotiating and implementing tariff policies with the goal of balancing..

Is China’s Fiscal Agenda Flying Under the Radar?

In a move that has largely flown under the radar outside China, the country’s Supreme Court issued..

EM Debt Outlook: Anticipated Durability Despite the Unknowns

1. With spreads having tightened so much over the past year, do you still see value in emerging..

Put Away the Broad Brush: Recognize EM Debt Distinctions

Given how much the emerging market (EM) debt universe has evolved, we believe blanket statements..

China's Vulnerability to a Potential Trade War 2.0

China's domestic economic landscape has significantly changed since the initial US-China trade war..

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,..

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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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