Defensive equities are usually found in sectors that have withstood market shocks, such as utilities and real estate. But as COVID-19 shakes up investment conventions, companies with intangible assets are being more appreciated for their volatility cushion.

Three major shifts for investors as retail adapts to a younger, richer, tech-savvy global consumer.

Attractive valuations and prospects for economic recovery support small-caps

All Eyes on China to Drive Global Growth

The currency union faces four possible growth scenarios

COVID-19 has changed the landscape for emerging markets (EM) debt, injecting a new dimension of pandemic-related economic uncertainty. In this report, the Eaton Vance EM debt team outlines our view that strong fundamental analysis and country selection is more important than ever.

Additional fiscal stimulus likely, tax hikes uncertain.