Emerging Markets

Think differently about emerging markets (EM) debt investing.

Ostrum explains why the context is in favour of Emerging Market Debt.

Many high-quality companies can be unearthed if you are willing to turn over some rocks.

Are insurers missing an opportunity when it comes to their limited allocation to emerging market corporate debt?

A boutique investor, now part of Mirova, has become a market leader in financing solar power projects in emerging markets.

Actively-managed, short-dated corporate bonds are a good fit for cautious EM investors.

Loomis Sayles’ sector teams are composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market. They all answer three questions that are top-of-mind for many investors.

Are insurers making a mistake when it comes to their paltry allocation to emerging market (EM) Corporate Debt? Loomis Sayles thinks so.

Think differently about emerging markets (EM) debt investing.

After several years of sovereign downgrades, there has been a decoupling of the corporate asset class from the sovereign space.

Investors of many types were blindsided by the COVID-19 Crisis. Emerging Market (EM) debt investors, familiar with volatility and the opportunities market dislocations can provide, have been assessing portfolio allocations in light of shifting valuations.

Investors may view emerging markets as particularly vulnerable to volatility, since the asset class typically sees outflows during times of market stress. However, emerging markets are not all one and the same.

The developed economies of Europe, US and Japan no longer have a monopoly on invention and progress. The New World is being built on a stage far, far away. The world is not just changing, it is being reinvented.

Ostrum AM focuses on stockpicking and avoids market "noise".