Industry Voice

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.

Even though markets remain fragile, Group CIO Dan Ivascyn explains why PIMCO has become more optimistic on the base case view for recovery and risk assets - and why we think private credit is a powerful opportunity.

Efforts to achieve environmental goals may be consequential.

Asian economies have proved more resilient than Western counterparts due to their better handling of the Covid-19 outbreak and mixed capitalism models. Paras Anand, CIO for Asia Pacific gives his outlook for the region and discusses why he believes stability of earnings, greater intra-regional reliance and US dollar weakness will combine for a prosperous year ahead.

How the rules of investing in the large‑cap growth space have changed.

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.