Eaton Vance
Industry Voice: Local currency Emerging markets debt set to shine
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.
Industry Voice: Loan rally caps remarkable rebound
Eaton Vance discuss how the likely prospect of a divided government, combined with the announcement of a COVID-19 vaccine, propelled floating-rate loans and other risk asset sectors sharply higher.
When worlds collide: Boutiques to benefit from 'crunch point' as mega-mergers ramp up
Firms hungry for bigger tie-ups
Eaton Vance names CIO for $90bn of fixed income assets
Eric Stein replaces Payson Swaffield
Weakening fundamentals in high yield create a dramatic uptick in fallen angels
A close eye on deteriorating corporate fundamentals
Industry Voice: Conviction edges up for emerging-market credit
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.
Fund Manager of the Year Awards: Winner's interview with the Eaton Vance Emerging Markets Local Income team
Winner of the Bonds: Emerging Market Debt Award
Three bull and bear points for investing in Japan
Our current view on Japan comprises three main bearish elements, and three bullish ones. We will turn first to the bearish considerations.
Industry Voice: Further volatility in high yield likely
In this Q&A, Eaton Vance high-yield experts provide an update on market movements and changes in the macro environment and offer their thoughts on investment opportunities at this juncture.
Industry Voice: Long-term value opening up in leveraged credit markets
In this paper, the Eaton Vance Multi-Asset Credit team looks at how recent price dislocations have affected the outlook for longer-term value across credit markets.
An active approach: High loan yields signal buying opportunity
The case for loan funds
Industry Voice: Gaining a trading edge in emerging-markets debt
In this Q&A, Mike O’Brien, Director of Global Trading, offers his insights into how the trading desk seeks to add alpha to the investment process.
Industry Voice: Economic policy or economic growth? What matters most for sovereign bond quality and performance? See Eaton Vance's latest report
In this paper, Marshall Stocker, Ph.D, CFA, explores the key drivers of sovereign bond ratings, spread performance and frequency of defaults, paying particular attention to the determinant role that economic policy plays.
Industry Voice: New country research head explains how role will enhance Eaton Vance's edge in EM debt
This Q&A focuses on the recent appointment of Dr. Marshall Stocker as Director of Country Research within the Global Income team and what this means for the firm’s EM debt clients
The trends set to drive EMD returns higher
Q2 2019 saw strong performances recorded on the main indices tracking emerging market debt (EMD), with nearly all of the risk factors across the EMD sovereign local currency, sovereign hard currency and corporate hard currency segments contributing positively...
Concannon and Mueller step up to lead Eaton Vance high yield as Weilheimer retires
Departs after 24 years
Argentina is keeping reform promise (for a change)
Industry Voice: Sponsored by Eaton Vance
Emerging-markets debt: A new hope
Industry Voice: Sponsored by Eaton Vance
Eaton Vance 2019 Income Outlook
Industry Voice: Cash was king in 2018, but likely won't be in 2019
What lessons have been learnt over the decade since Lehmans collapsed? (Part II)
Four-part Big Question special
Taking an unconstrained approach to EM debt
PARTNER INSIGHT: Matt Murphy, Institutional Portfolio Manager at Eaton Vance, says the primary source of risk in emerging-market debt is benchmark construction
Emerging market local debt starts from an attractive valuation
PARTNER INSIGHT: Matt Murphy, Institutional Portfolio Manager at Eaton Vance, says no other asset class in the capital markets has such an attractive starting point
Eaton Vance: an alternative to hedging downside risk
INDUSTRY VOICE: The resurgence in equity market volatility in 2018 has again focused investor attention on how to limit downside risk in a portfolio without giving up too much of the upside potential associated with long-term equity investing.
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