Loomis Sayles Blog: LandScape | Emerging Markets (5)

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Key Changes Shaping a New Path for China’s Recovery

By Huani Zhu, Sovereign Analyst December 14, 2020

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

Macro Strategies, Sovereign Research, Emerging Markets

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

By Zhi Wei Feng, Senior Credit Research Analyst December 4, 2020

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

Credit Research, Emerging Markets, Fixed Income

EM Debt Defaults Reveal Distinctions Within the Asset Class

By Elisabeth Colleran, CFA, Portfolio Manager, Emerging Market Debt September 22, 2020

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

Emerging Markets

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

By Celeste Tay, Senior Sovereign Analyst August 28, 2020

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

Macro Strategies, Sovereign Research, Emerging Markets

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

By The Loomis Sayles Alpha Strategies Team August 3, 2020

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

Emerging Markets, Fixed Income, COVID-19

Emerging Market Equities: Three Questions on What's Changed Since the March Madness

By Ashish Chugh, Portfolio Manager, Global Emerging Market Equities July 29, 2020

In May, you noted that emerging markets (EM) were facing a mix of bright spots and risks. How has..

Equity Research, Emerging Markets, COVID-19

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Macro Strategies (180)
Fixed Income (124)
Market Outlook (85)
Sovereign Research (79)
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Sector Outlook (61)
Emerging Markets (57)
COVID-19 (55)
Equity Research (50)
Credit Research (49)
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Bank Loans (29)
Central Banks (29)
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Currency (14)
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Recovery (5)
Reflation (4)
ESG Engagement Series (2)
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