Marchés émergents

Think differently about emerging markets (EM) debt investing.

Ostrum explique en quoi le contexte est favorable à la dette des marchés émergents.

De nombreuses entreprises de grande qualité sont à portée de main pour peu que l’on y regarde à deux fois.

Une société d'investissement spécialisée récemment acquise par Mirova est devenue un leader du financement des projets d’énergie solaire dans les pays émergents.

Les obligations d’entreprises court terme, gérées activement, conviennent parfaitement aux investisseurs qui souhaitent s’exposer aux marchés émergents avec prudence.

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.

Trois générations de sociétés émergentes : après la modernité américaine, préparez-vous à l’hypermodernité chinoise…

Ostrum AM se concentre sur la sélection de valeurs, en évitant le bruit ambiant.