Emerging Markets – Catching the Global Growth Wave

Portfolio Managers David Rolley and Elisabeth Colleran talk about where they’re seeing opportunities in emerging markets.

Loomis Sayles Blog: Landscape

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  • Will Global Assets Continue to Outperform? (Video)
    Global credit and equity markets have outperformed the US so far this year. While volatility in global markets is very low right now, geopolitical risks can change things quickly. Will this growth trend continue for the rest of the year? Watch our 60 Seconds video with portfolio manager Maura Murphy for some insight.
  • Is OPEC Irrelevant?
    In late May, OPEC (Organization of the Petroleum Exporting Countries) and non-OPEC oil producers agreed to extend production cuts through April 2018 in the face of oil inventories that remain well above average. While one would have expected a positive market reaction, many investors believed deeper cuts were necessary and the market has sold off […]
  • A Better Path Toward Brexit After UK Conservatives Fall Short
    UK politics are not stable after last week’s general election. When Prime Minister Theresa May called for a snap election in April, she sought to reaffirm her political mandate as Brexit negotiations launched. However, May now finds herself hanging on to power by a thread, having lost the Conservatives' governing majority in Parliament. 
  • Fed Watch: All Eyes on Yellen
    This week’s Federal Reserve Open Market Committee (FOMC) meeting will be anything but boring. The Federal Reserve seems eager to move toward rate and balance sheet normalization, probably because President Trump is unlikely to nominate Fed Board Chair Janet Yellen for another term when her current term expires in January. I expect Yellen and her […]
  • Commodity and Emerging Market Performance – Is This Divergence Sustainable?
    Emerging market (EM) assets were hit hard by the crash in commodity prices in 2014-2015, but so far this year, EM and commodity performance have diverged. EM is one of the top-performing asset classes across global markets despite flat commodity prices. This doesn’t square with the market rule of thumb that EM tends to perform […]
  • The Importance of Income (Video)
    In a recent video, Ken Johnson comments on the importance of income and the potential benefits of owning bonds in a rising interest rate environment. This video is part of our 60 Seconds series, featured on YouTube, where Loomis Sayles investment experts discuss market insights, portfolio positioning and macro commentary.  

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