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Posts From Eaton Vance

Fundamentals return to the forefront in emerging-market debt

Fundamentals return to the forefront in emerging-market debt

🕔17:24, 25.May 2020

Volatility related to the COVID-19 outbreak and dramatic oil price decline in Q1 2020 precipitated a …

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Powell take center stage

Powell take center stage

🕔16:17, 25.May 2020

The week before the Memorial Day holiday began with two high profile appearances from Federal Reserve (Fed) Chairman Jerome Powell, starting off with an interview on CBS’ 60 Minutes and followed up with testimony on Tuesday before the Senate Banking,

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Monthly Market Monitor | May 2020

Monthly Market Monitor | May 2020

🕔16:11, 20.May 2020

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in

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Further volatility in high yield likely – our thinking is to take advantage of this, adding prudently to risk

Further volatility in high yield likely – our thinking is to take advantage of this, adding prudently to risk

🕔15:43, 19.May 2020

In just five weeks in the first quarter of 2020, the US high-yield market witnessed its fastest sell-off of significant magnitude on record. Then, after March 23, the market turned up strongly; the average spread on …

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Long-term value opening up in leveraged credit markets

Long-term value opening up in leveraged credit markets

🕔12:06, 13.May 2020

The market downturn in March 2020 brought a swift and sharp repricing across credit market assets, the likes of which have not been seen …

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Responsible Investing: Critical issues and indicators Q1 2020

Responsible Investing: Critical issues and indicators Q1 2020

🕔16:57, 7.May 2020

A closer look at the facts, figures and trends that impact Responsible Investing  

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Volatility is creating value, but selectivity is required

Volatility is creating value, but selectivity is required

🕔16:10, 23.Apr 2020

Liquidity-driven dislocations, caused by investor demand for cash, hit fast and furiously in many fixed-income sectors during the first quarter. This included US Treasurys, commercial paper, investmentgrade corporate credit, US municipal bonds, asset-backed securities, mortgage-backed securities, commercial mortgage-backed securities, floating-rate

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Emerging markets debt: Determinants of sovereign bond quality and returns

Emerging markets debt: Determinants of sovereign bond quality and returns

🕔14:37, 2.Apr 2020

Introduction The triumph of free markets following the collapse of command economies from 1989 to 1991 made clear which economic system produced superior socioeconomic outcomes – at least, so far as the outcomes could be observed anecdotally. By the 1990s,

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Outlook for emerging-market debt remains bright after strong 2019

Outlook for emerging-market debt remains bright after strong 2019

🕔11:59, 16.Mar 2020

In this Q&A, Bradford Godfrey, CFA, Director of Alternative & Asset Allocation Strategies and Institutional Portfolio Manager at Eaton Vance, discusses the firm’s insights on recent developments in the emerging-market debt (EMD) universe.  How did EMD perform in the fourth

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March 2020 Monthly Market Monitor

March 2020 Monthly Market Monitor

🕔13:57, 11.Mar 2020

Table of contents Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a

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An exceptional year for bonds, but finding yield got harder

An exceptional year for bonds, but finding yield got harder

🕔08:06, 17.Jan 2020

2020 income outlook The bond market in 2019 was a double-edged sword. Investors pocketed sizable capital gains in most sectors, thanks to plummeting rates. But the flip side hurts: As has often been the case since the 2008 financial crisis, the search for yield

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Emerging Markets Debt Monitor

Emerging Markets Debt Monitor

🕔17:16, 13.Jan 2020

So you are telling me you will start your diet in 2021? Eaton Vance Management, a pioneer in the emergingmarkets debt space, presents the Emerging Markets Debt Monitor. We provide a comprehensive review of the emerging markets landscape through the

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Monthly Market Monitor November 2019

Monthly Market Monitor November 2019

🕔16:51, 18.Nov 2019

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in

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Importance of country focus grows as EM rally cools

Importance of country focus grows as EM rally cools

🕔09:03, 30.Oct 2019

The emerging-markets debt sector is up sharply for the year, despite a weaker third quarter. With the rally cooling, all EM factors – exchange rates, local-currency interest rates, sovereign and corporate spreads – appear to offer value. Spillover effects in

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More than a mid-cycle adjustment

More than a mid-cycle adjustment

🕔10:05, 28.Oct 2019

U.S. assets performed well in the third quarter, adding to strong gains from the first half of the year. Markets rallied as heightened concerns about global trade and growth pushed bond yields lower and prompted central banks to ease policy.

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Monthly Market Monitor October 2019

Monthly Market Monitor October 2019

🕔12:58, 21.Oct 2019

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in

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Monthly Market Monitor

Monthly Market Monitor

🕔17:38, 23.Sep 2019

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in

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Avoiding “diversification decay” in emerging-markets debt

Avoiding “diversification decay” in emerging-markets debt

🕔18:24, 16.Sep 2019

The growth of index-based investing in emergingmarkets debt exposes such strategies to increasing levels of systemic, developed-markets risk. As a result, emerging-markets allocations based on indexes may be less effective as diversifiers in portfolios comprising mostly developed-markets debt. Off-benchmark countries

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Volatility is likely path forward for high yield

Volatility is likely path forward for high yield

🕔18:05, 27.Aug 2019

Volatility is likely path forward for high yield after strong advance in first half of 2019 Aided by expectations of monetary easing, the second quarter of 2019 saw high-yield corporate bonds on both sides of the Atlantic continue one of

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Monthly Market Monitor – July

Monthly Market Monitor – July

🕔17:02, 10.Jul 2019 Read Full Article
Monthly Market Monito

Monthly Market Monito

🕔17:02, 13.Jun 2019

June 2019 Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful

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Check out our events calendar, with a lot of interesting #webinars! https://opiniopro.com/events/ #research #HomeOffice

The #coronavirus crisis has highlighted the market’s belief in the long-term potential of listed market champions of sustainability. Our expert #Rupert_Welchman says more in The Good Investment Review by @goodmoneygirl.

Billions, Trillions, or Quadrillions?

All of the World’s Money and Markets...

Top the list?

#Derivatives!! ( estimated at $1 quadrillion)
-> https://www.visualcapitalist.com/all-of-the-worlds-money-and-markets-in-one-visualization-2020/

via @VisualCap

Diversificatie loont! Maar zoals @arjenlubach zich zo mooi kan afvragen: #hoedan?

De #GlobalMarketPortfolio is een mooi startpunt!

Zie verschil tussen @DNB_NL data van #pensioenfondsen en Global Market Portfolio #assetallocation -> https://www.alpharesearch.nl/2020/global-market-portfolio-is-iedereen-de-baas/ via @AlphaResearchNL

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