Content (82)

  • Opioid exposure presents risks to pharmaceutical industry

    White papers

    Opioid exposure presents risks to pharmaceutical industry

    2019-11-06T10:33:00Z

    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

    White papers

    Q3 2019 Municipal Market Overview

    2019-11-05T16:34:00Z

    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 ...

  • Q3 2019 -  Floating-Rate Loan Market Monitor

    White papers

    Q3 2019 - Floating-Rate Loan Market Monitor

    2019-11-05T16:20:00Z

    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 ...

  • Q3 2019 -  Emerging Markets Debt Monitor

    White papers

    Q3 2019 - Emerging Markets Debt Monitor

    2019-11-05T16:08:00Z

    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

    White papers

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

    2019-10-23T16:46:00Z

    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

    White papers

    Monthly Market Monitor - October 2019

    2019-10-18T16:13:00Z

    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

    White papers

    Avoiding correlation creep in emerging markets debt

    2019-10-01T12:23:00Z

    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

    White papers

    Monthly Market Monitor - September 2019

    2019-09-24T16:13:00Z

    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

    White papers

    Avoiding “diversification decay” in emerging-markets debt

    2019-09-24T09:57:00Z

    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

    White papers

    Emerging market debt: Navigating the allocation dilemma

    2019-09-24T09:44:00Z

    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

    White papers

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

    2019-09-24T09:27:00Z

    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

    White papers

    Emerging markets debt: Determinants of sovereign bond quality and returns

    2019-09-23T13:06:00Z

    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.