Emerging markets
Emerging markets
Eaton Vance proactive management of emerging markets debt goes beyond the constraints of common active and passive approaches. We outline our process — refined over three decades — for seeking alpha in the sector for clients.
09 March 2021
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2 min read
Emerging markets
Technology and connectivity companies typically rate favourably on traditional sustainability metrics. While this is a good initial filter for investors, Fidelity Future Connectivity Fund co-managers Sumant Wahi and Jon Guinness outline why analysing digital ethics is arguably a more insightful way of assessing the potential risks facing the world’s most disruptive innovators.
15 February 2021
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9 min read
Emerging markets
The team running EM debt portfolios at Eaton Vance has taken a unusually bullish stance on the asset class. Across all risk factors – EM FX, EM local rates, EM sovereign credit and EM corporate debt – the team has constructive views. A key reason here is the supportive macro environment for the asset class and the belief that this supportive environment will continue. On a one-year view, EM local-currency-denominated debt is the team’s top pick.
11 February 2021
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2 min read
