Are insurers making a mistake when it comes to their paltry allocation to emerging market (EM) Corporate Debt? Loomis Sayles thinks so.
The Loomis Sayles Disciplined Alpha (DA) Team seeks to consistently deliver excess returns relative to the Bloomberg US Aggregate Bond Index (Aggregate) and similar indices.
Negative technical factors rather than fundamental concerns are driving today’s attractive spread levels in high-quality securitized bonds.
Think differently about emerging markets (EM) debt investing.