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  • The timeless case for floating-rate loans as a strategic allocation download

    White papers 9 June 2016

    Floating-rate loans occupy a unique capital-market niche. Nothing else in the fixed-income universe combines yields that are among the highest-yielding global sectors (as of 30 April 2016) with the potential to boost total return when rates rise.

  • Following a strong year for loans, it’s back to the (floating) future download

    White papers 31 March 2017

    In this Q&A, Craig Russ and Ralph Hinckley discuss their perspective on the market, and what they see ahead for 2017.

  • Monthly Market Monitor: September 2017 download

    White papers 12 September 2017

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

  • Monthly Market Monitor: October 2017 download

    White papers 19 October 2017

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

  • Loans poised to benefit from a rising-rate environment download

    White papers 1 December 2017

    In this Q&A, Ralph Hinckley offers his perspective on the market through midyear and what he sees ahead for the balance of 2017.

  • Loans seen as offering value, with or without rate increases download

    White papers 17 January 2018

    In this Q&A, Ralph Hinckley offers his perspective on the floating-rate loan market for the third quarter, and what he sees ahead for the remaining balance of 2017.

  • Loan market merits optimism and caution for 2018 download

    White papers 6 March 2018

    Floating-rate loans returned 4.1% in 2017, as consistently strong market pricing reflected accelerating economic growth, continuing strong fundamentals, limited net new issuance and firm demand.

  • Monthly Market Monitor: April 2018 download

    White papers 31 March 2018

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

  • Monthly Market Monitor: May 2018 download

    White papers 1 May 2018

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

  • 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 ...

  • 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 ...

  • 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.

  • 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 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 ...

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