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Is it Time to Pick Up Chinese Equities?

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

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..

Transformative Technology: A Look at Industrials, Healthcare & Financials

Throughout history, technology has propelled business innovation and advancement. As active equity..

Three Questions on Political Risk in Emerging Markets

By Eric Spencer, CFA, June 8, 2023

The line between economics and politics in emerging markets (EM) is becoming increasingly thin,..

Banks Are Doing Better Disclosing Climate Risks. They Need To Do Better Still.

The world’s leading banks have made considerable progress on voluntarily disclosing the risks they..

2022 EM Equity Outlook: Views on Fed Hikes, China and Russian Tensions

1. With US rates expected to rise later this year, are you worried about the prospects for emerging..

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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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