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.
Country sees speedy recovery from March sell-off
Beats biotech and cyber security
Mega-cap tech rush likened to 'FOMO'
Portfolio of 40 to 50 companies
Deep Dive into Japanese equities
United’s share price remains down 23.3%
As markets continue to react to the US election results, Paras Anand, Fidelity Chief Investment Officer, Asia Pacific, considers how this will likely impact the domestic US economy, as well as the future of global trade and geopolitics. He discusses why there may not be substantive changes in these areas and what this could mean for asset allocation decisions.
Prospects for US ahead of Biden's inauguration
Chris White left Premier Miton in April