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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.

All Eyes on China to Drive Global Growth

Social issues are now among the most pressing issues for companies globally – but they can be challenging for investors to define and quantify. Read our full article to discover how investors should address the ‘S’ in ESG.

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.

Additional fiscal stimulus likely, tax hikes uncertain.

The extreme weather events we’ve seen in 2020 have served as a stark reminder of why investors like Kempen must take into account climate-related risks and invest in a greener future