All Developed Market articles
-
Research ReportComparing Value factor performance in global equity markets
In recent years, Value has underperformed other factors in global equity markets. However, the sources of Value performance are not identical.
-
White papers
SPIVA® Around the World
Percentage of active funds outperformed by benchmarks over 1, 3 and 5-year periods
-
White papers
A post-Covid structural change in developed markets: the strong political will to invest in the US
What matters to fixed income investors is the macro-financial environment that will prevail after the strong rebound in growth and inflation expected in H2.
-
White papers
Blog | A rising star on the frontier horizon
Which less-explored market has been delivering stellar equity performances in recent years, performances on par with or better than those of global equities, developed market equities, emerging market equities, and frontier market equities?
-
White papers
Pent-Up Consumer Demand Fuels Us Market Recover
Grant Bowers explains why pent-up consumer demand should present a fertile environment for stocks and highlights some opportunities he sees in US equities.
-
White papers
Comparing Small-Cap Indices in Developed and Emerging Markets
Not all small-cap indices are identical. Indices within the same market cap range can have varied performance in different markets. We studied the S&P Developed SmallCap and S&P Emerging SmallCap for their performance, volatility, and sector allocation in different market segments.
-
White papers
Blog | US stocks shine brightest in global April rally
US stocks sprinted higher in April, helping them recapture the lead from their developed Asian and emerging-market peers for all of the rally that began last fall. Global equity performances continued to hinge on the increasingly divergent post-crisis recovery trajectories across economies.
-
White papers
Home bias: The rise and rise of economic nationalism
The new US president is prepared to carry the torch for a shrinking band of globalists, but the growing trend of economic nationalism will prove hard to reverse.
-
White papers
“Hidden Quality” in International Equity Markets
Traditional “quality” companies are bunched in a few sectors and appear expensive—is there a more subtle definition that can uncover “hidden” quality?
-
White papers
Macroeconomic Picture - April 2021
United States: thanks to fiscal aid and still extremely accommodative monetary policy, the US economy will likely recover much of the ground lost during 2020, returning to prepandemic levels around mid-year, while the labour market will take longer to recover fully.
-
-
White papers
Going beyond “active vs. passive” in EM debt with Eaton Vance proactive management
In developed markets, the choice between active or passive management offers investors a valid baseline distinction.
-
White papers
Covid, productivity and long-term growth: further secular stagnation or positive reversal?
While the spectacular Covid shock may easily lead to exaggerate extrapolations, it cannot be ruled out that it will matter for long-term productivity and growth. However, the effects could work both ways. Reasons why the current crisis could further worsen “secular stagnation” are many, yet there are also a channels through which it could work positively.
-
White papers
S&P PACT Indices Sector Weight Explanation in Developed and U.S. Markets
In April 2020, we launched the S&P PACTTM (Paris-Aligned & Climate Transition) Indices. The indices aim to align with a 1.5oC climate scenario, the EU’s minimum standards for EU Climate Transition Benchmarks and EU Paris-Aligned Benchmarks, and the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD), while maintaining a broad, diversified exposure.
-
White papers
A not-so-great rotation in developed market equities
Equity investors, quite rightly, remain resolutely focused on the positive, medium-term outlook for corporate profits rather than the near-term economic challenges.
-
White papers
Blog | Asian and EM outperformance heralds potential leadership shift
Developed Asian and emerging-markets stocks continued to climb in January, strongly outperforming developed peers still battling the economic ravages of the pandemic. Could this be the beginning of a major shift in regional leadership?
-
White papers
International Small Caps: Quality Plus Quantity
Screening for quality in international small caps is important, but what sort of “quality” should we look for, and can we find it without narrowing down our choice too much?
-
White papers
Enhancing diversification in a low-yield world
Simple portfolio structures face potential hazards in light of the low interest rate environment, but the good news is that they can be improved.
-
White papers
Biden, Taxes and Your Portfolio
Higher personal taxation under a Biden administration could strengthen the case for municipal bonds and tax-managed equity strategies.
-
White papers
Water: a pervasive resource and a portfolio staple
The transition of many economies from a depletive to a sustainable model with better social and environmental outcomes creates a wide range of investment opportunities in many areas including water, a resource that is fundamental to not only life, but also across end-markets from the consumer to industrial businesses.
