An unexpected development caught my attention in China’s June 12 credit report—the acceleration of..

Macro Strategies, Emerging Markets

It may surprise some investors to learn that the leverage profile of emerging market (EM)..

Emerging Markets, COVID-19

COVID-19 and turbulence in the oil market have been reshaping daily life, economic fundamentals and..

Equity Research, Commodities, Emerging Markets, COVID-19

On Friday, March 13, Loomis Sayles’ Global Fixed Income Team held a conference call to discuss the..

Commodities, Emerging Markets, Fixed Income, The Fed, COVID-19

On Thursday, March 12, Loomis Sayles’ Alpha Strategies team held a conference call to discuss..

Commodities, Emerging Markets, Fixed Income, The Fed, COVID-19

We are bullish on emerging market (EM) equities for 2020 given valuations, continued low interest..

Equity Research, Emerging Markets, Market Outlook, Sector Outlook