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Key Changes Shaping a New Path for China’s Recovery

China’s recovery from the lows of February has been quicker than I anticipated...

Reality Check: Looking Behind the Headlines of the Recent China Defaults

Over the past several weeks, a handful of Chinese state-owned enterprises (SOEs) defaulted on their..

EM Debt Defaults Reveal Distinctions Within the Asset Class

When it comes to thinking about opportunities and risks in emerging markets (EM), old habits die..

US-China Relations: What’s New and What’s Next?

US-China relations are built on a fragile web of complex issues. Recently, we’ve seen headlines..

Alpha Strategies: Three Questions on What's Changed Since the March Madness

Back in March , you were stressing company balance sheets and examining free cash flow to determine..

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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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