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  • Opioid exposure presents risks to pharmaceutical industry download

    White papers 6 November 2019

    Calvert has evaluated the risks facing companies across this value chain, and identified three key ESG exposures we consider to be financially material for companies with exposure to opioids...

  • Q3 2019 Municipal Market Overview download

    White papers 5 November 2019

    Though US treasury and municipal yields rose in September, they declined during the quarter as the extended trade war with China continued to have a negative impact on economic activity. The Fed cut interest rates 25bps in both July and September and the market is currently pricing in a third rate cut later this year. Municipal yields rallied 3-30bps across the curve and the Bloomberg Barclays Municipal Bond Index returned 1.6%. Long term munis outperformed ...

  • Q3 2019 - Floating-Rate Loan Market Monitor download

    White papers 5 November 2019

    Corporate debt issued by below-investment-grade borrowers Most issuers are significant in size and scale – and many are familiar household names Companies undertake loans for recapitalizations, acquisitions and refinancings Coupon income from floating-rate loans resets regularly (about every 40-60 days on average) to maintain a fixed spread over a variable base rate, usually LIBOR Loans are often referred to as “senior and secured”: They typically ...

  • Q3 2019 - Emerging Markets Debt Monitor download

    White papers 5 November 2019

    Emerging markets debt (EMD) performance was negative in Q3. The local sovereign index was down slightly due to the strong USD and negative sentiment around the Argentinean election. External debt indices performed better, though this was driven entirely by the decline in UST yields. EM Equities had a weak quarter due to concerns around growth and trade.

  • After the bond rally, beware of bond math’s return download

    White papers 23 October 2019

    Bond market investors have experienced impressive returns this year. Even mortgage-backed securities, which were at the bottom of the pack for fixed-income sectors in year-to-date performance through September 30, returned 5.60%, which easily eclipsed the 1.28% gained by the fixed-income leader for all of 2018, municipal bonds...

  • Monthly Market Monitor - October 2019 download

    White papers 18 October 2019

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in providing connectivity between changing market events and implications for investor portfolios.

  • Avoiding correlation creep in emerging markets debt download

    White papers 1 October 2019

    The rise of emerging markets debt (EMD) into a mainstream asset class has, in our view, been broadly beneficial for investors. Not only does the asset class offer a unique source of income and exposure to some of the fastest-growing parts of the world, the addition of EMD to portfolios comprising developed-markets fixed income can offer useful diversification benefits.

  • Monthly Market Monitor - September 2019 download

    White papers 24 September 2019

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in providing connectivity between changing market events and implications for investor portfolios.

  • Avoiding “diversification decay” in emerging-markets debt download

    White papers 24 September 2019

    In the past decade, there has been a 350% increase in institutional holdings of emerging-markets (EM) debt, much of which has been invested in index-based strategies.

  • Emerging market debt: Navigating the allocation dilemma download

    White papers 24 September 2019

    Emerging-market (EM) economies and their capital markets continue to have strategic significance for institutional investors.

  • New country research head explains how role will enhance Eaton Vance’s edge in EM debt download

    White papers 24 September 2019

    Marshall L. Stocker, Ph.D., CFA, an economist and portfolio manager in Eaton Vance’s Global Income team, has been appointed Director of Country Research, leading a team focused on analysing country-level political-economic policies.

  • Emerging markets debt: Determinants of sovereign bond quality and returns download

    White papers 23 September 2019

    In this paper, Eaton Vance explores the key drivers of sovereign bond ratings, spread performance and frequency of defaults for a data set of 127 countries from 2000 to 2016. The findings demonstrate the determinant role that economic policy plays, in particular, which is analysed alongside other macro variables related to the real economy, external sector and political orientation of the government.

  • New country research head explains how role will enhance Eaton Vance’s edge in EM debt download

    White papers 9 September 2019

    Marshall L. Stocker, Ph.D., CFA, has been appointed Director of Country Research, leading a team focused on analysing country-level political-economic policies. The creation of the role comes amid recognition of the primacy of country research vis-à-vis the team’s consistently strong performance record, ongoing client interest in understanding what differentiates Eaton Vance’s research process from other investment managers.

  • When sustainable practices yield sustainable profits: The path to a strategic edge download

    White papers 6 September 2019

    As growing numbers of companies embrace sustainability practices, the question of whether those efforts can provide a competitive edge through strategic differentiation becomes increasingly important. A recent research study of about 3,800 companies across 65 industries finds that sustainability practices have converged across companies within most industries, as policies that started out as differentiated become common. The study concludes that systematically ...

  • Eaton Vance Multi-Asset Credit (MAC) strategy three-year highlights download

    White papers 28 August 2019

    Recap of the basics Objective: We are trying to earn credit risk premium from liquid markets around the world and to deliver attractive risk-adjusted returns over a full cycle. Blended index benchmark: 50% S&P LSTA Loans and 50% ICE BAML Developed Markets High Yield-ex Sub Fins (HYDF) – hedged to USD. Secondary benchmark: LIBOR Return target: Index benchmark 1-2%, or LIBOR 4% through a full market cycle Asset class: Given ...

  • High loan yields signal a buying opportunity download

    White papers 14 August 2019

    Loans are currently the highest-yielding major credit asset class – the first time in many years it has eclipsed both emerging-markets debt and high-yield bonds. A close look at loan performance in the last three Fed-cut environments shows that they performed comfortably in line with their long-term historical average. The loan market appears strong, based on credit and technical factors, though close attention to issuer strength is warranted in the late stages ...

  • Asian tech demystified download

    White papers 13 August 2019

    The technology sectors — semiconductors, electronic components, computers, software, computer services and so on — were long the prerogative of a few developed countries. The role of emerging markets was mainly to consume Western technology and to produce low-valueadded goods.

  • Monthly Market Monitor - August 2019 download

    White papers 9 August 2019

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in providing connectivity between changing market events and implications for investor portfolios.

  • Volatility is likely path forward for high yield after strong advance in first half of 2019 download

    White papers 6 August 2019

    Aided by expectations of monetary easing, the second quarter of 2019 saw high-yield corporate bonds on both sides of the Atlantic continue one of their best starts to a year this century. Gains came amid increased financial and political uncertainty, with the high-yield market pricing in a fairly benign future path; one – particularly in the US – that may not materialise. We expect continued volatility in this asset class. Valuations are tight relative to history ...

  • Monthly Market Monitor - July 2019 download

    White papers 22 July 2019

    Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class through clear and impactful charts.

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