$140m seed capital
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.
Metrics may spook or satisfy investors
Companies' key metrics still matter
Asia's Covid-19 management bodes well for sector
Deep Dive into emerging market equities: Good time to invest in the sector during pandemic - or not?
Opinion mixed over sector's opportunities
'Very cautious' exposure amid Covid-19 chaos
Outperformance brings cause for optimism
Managed by Chetan Sehgal and Andrew Ness
Winners announced on 2 December
Emerging markets overall felt a dose of optimism in August amid hopes for a Covid-19 vaccine, continued easy monetary policy globally and improving economic data pointing toward recovery. Chetan Sehgal, lead portfolio manager and Andrew Ness, portfolio...
Departed Matthews Asia in August
Shift reflects 'change in geographical composition of EMs'
Experiencing dealing with macro shocks an advantage
Comparatively low returns no deterrent for investors
Will strengthen capability in the LatAm and EMEA regions
Nominate now for new Rising Star Award
Which areas are expected to bounce back?
To capture 'unparalleled' domestic growth opportunity
To track FTSE Emerging ESG Low Carbon Emissions Select index
Portfolio response to pandemic
The Covid-19 crisis is weighing on global growth and corporate earnings, with negative effects on the outlook for emerging markets (EM) pushing many countries in recession.
In this Q&A, Brad Godfrey, CFA, institutional portfolio manager and director of alternative & asset allocation strategies, discusses the recent performance and outlook for emerging-market debt (EMD), paying particular attention to how the pandemic has affected the asset class and where the EMD team sees opportunity across the market.
At this time of the year, Chinese tourists would typically be seen visiting and spending across a number of global destinations. But with most overseas travel off-limits, Fidelity China Consumer Fund portfolio manager Hyomi Jie analyses the key domestic...