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Rethinking the EM Corporate Bond Asset Class: Insights for Insurers
by Elisabeth Colleran of Loomis, Sayles & Co., 2/28/24

Looking into 2024, we believe the market’s expectation of a global easing in liquidity could be an incremental tailwind to EM debt’s 2023 resilience—over and above the persistent spread premium we see in EM corporate debt.

Eyeing EM Corporate Debt?
by Elisabeth Colleran of Loomis, Sayles & Co., 6/28/21

Emerging Market Debt Portfolio Manager Elisabeth Colleran shares why she believes EM corporates have a particularly strong value proposition within the broader EM debt universe.

EM Debt Defaults Reveal Distinctions Within the Asset Class
by Elisabeth Colleran of Loomis, Sayles & Co., 9/22/20

When it comes to thinking about opportunities and risks in emerging markets (EM), old habits die hard. Investors and news articles tend to treat EM like one homogenous opportunity set, glossing over the range of underlying asset classes, regions, countries and currencies—each with distinct characteristics.

The Surprising Leverage Profile of EM Corporates
by Elisabeth Colleran of Loomis, Sayles & Co., 5/29/20

It may surprise some investors to learn that the leverage profile of emerging market (EM) corporations appears to be in better shape than that of their US counterparts. Maybe it’s a matter of “been there, done that.”

Defining the EM Corporate Bond Opportunity
by Elisabeth Colleran, Peter Frick, Peter Marber, David Rolley, Edgardo Sternberg of Loomis, Sayles & Co., 10/7/13
Finance is a numbers business. Investors study prices, yields, rates of return. However, when it comes to sizing up emerging markets, we think they should also pay attention to semantics. In the past, terming a country emerging made it synonymous with low credit quality and higher risk. But today, many emerging markets boast strong credit profiles while parts of the developed world buckle under heavy debt loads.

A Day in the Life of a Fixed Income Analyst
by Elisabeth Colleran of Loomis, Sayles & Co., 3/2/10
This article follows a day in the life of Elizabeth Colleran, a fixed income credit analyst covering global telecommunications. News headlines, market movements or new deal offerings can quickly reshape the day of a fixed income analyst. While their day-to-day focus is on company and industry modeling, SEC filings, discussions with company management and industry developments, they must be prepared for whatever is hitting the tape. Reaction time is critical.
6 results found.