Climate change demands innovation. This leads to investment opportunities that will turn the tide.
Eaton Vance proactive management of emerging markets debt goes beyond the constraints of common active and passive approaches. We outline our process — refined over three decades — for seeking alpha in the sector for clients.
Attractive yields and cheap currencies make the sector stand out
In the first of Schroders ‘Fiduciary Management Insight’ series, Neil Walton, Head of Investment Solutions at Schroders examines why Trustees should be aware of transaction costs and their impact on portfolio returns.
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
Though caught between two worlds, fallen angels merit a permanent home in a strategic asset allocation. Discover why
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.