Marchés émergents
Blended Emerging Markets Debt: A Paradigm Shift
Think differently about emerging markets (EM) debt investing.
Momentum dans les EMD : (re) structuration, (re) notation et climat !
Ostrum explique en quoi le contexte est favorable à la dette des marchés émergents.
Les marchés émergents regorgent d’opportunités
De nombreuses entreprises de grande qualité sont à portée de main pour peu que l’on y regarde à deux fois.
Comment investir dans la transition énergétique des pays émergents et améliorer la vie des gens
Une société d'investissement spécialisée récemment acquise par Mirova est devenue un leader du financement des projets d’énergie solaire dans les pays émergents.
Une approche à faible volatilité des marchés émergents
Les obligations d’entreprises court terme, gérées activement, conviennent parfaitement aux investisseurs qui souhaitent s’exposer aux marchés émergents avec prudence.
2022 Sector Outlook
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.
Three Considerations for Insurers Weighing an EM Corporate Debt Allocation
Are insurers making a mistake when it comes to their paltry allocation to emerging market (EM) Corporate Debt? Loomis Sayles thinks so.
Loomis Sayles: Blended Emerging Markets Debt a Paradigm Shift
Think differently about emerging markets (EM) debt investing.
Meaningful Distinctions: Emerging Market Corporate Bonds Versus Emerging Market Sovereigns
After several years of sovereign downgrades, there has been a decoupling of the corporate asset class from the sovereign space.
Five Perspectives on Emerging Market US Dollar Corporate Debt
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.
Asia High Yield Credit: A Distinctive Emerging Markets Story
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.
Marchés émergents : Génération 3
Trois générations de sociétés émergentes : après la modernité américaine, préparez-vous à l’hypermodernité chinoise…
Actions émergentes
Ostrum AM se concentre sur la sélection de valeurs, en évitant le bruit ambiant.