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market-monitor
page
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Market Monitor
• 16-Jul-2024
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Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
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beat
page
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Webinar
• 16-Jul-2024
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The quarter ahead and top asset allocation ideas from our investment specialists moderated by Miguel Vialba, Head of Investment Management Iberia.
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market-monitor
page
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Market Monitor
• 16-Jul-2024
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Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.
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market-monitor
page
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Market Monitor
• 16-Jul-2024
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Municipal Bond Group
Overview of the trends and developments in the muni bond markets.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 11-Jul-2024
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Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.
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video
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Insight Video
• 10-Jul-2024
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Dónal Kinsella
Portfolio Manager Dónal Kinsella explains three key areas that high yield bond investors should consider and why a discerning approach to credit selection is key.
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beat
page
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Mid-Year
• 03-Jul-2024
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Portfolio Solutions Group
The second half of 2024 will be impacted by interest rates, inflation and the U.S. presidential election, among other factors. The Portfolio Solutions Group reveals our key themes for the second half of 2024.
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beat
page
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Monatlich
• 03-Jul-2024
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Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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carons-corner
audio
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Caron's Corner
• 03-Jul-2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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sustainable-investing
engagement-report
page
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Engagement Report
• 13-Jun-2024
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Eric Carlson, Dana Phillips, Candy Chao, Harrison Jamin
Our Emerging Markets Equity annual stewardship report illustrates our proactive engagement with portfolio companies to navigate operating landscapes and assist them in their growth. Discover how we initiate progress in the global energy transition, tackle regulatory challenges and encourage greater corporate transparency and disclosures, especially with regards to executive compensation issues.
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page
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India Opportunity
• 10-Jun-2024
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Anil Agarwal, Emily Tsui
We believe India’s young demographic, along with its efforts to build digital, regulatory, financial and physical infrastructure over the last decade, will pave the way for growth acceleration over the next decade. Listen to the Global Opportunity team discuss where they find ideas based on the team’s bottom-up stock picking approach.
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big-picture
video
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Big Picture
• 21-Mär-2024
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Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Ten Key Themes for 2024.
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carons-corner
audio
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Caron's Corner
• 06-Feb-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 04-Nov-2022
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Chris Dyer
All humans have behavioral biases, those blind spots that can impact decision-making. To address investment bias, the Eaton Vance Equity Global Team has integrated proprietary Portfolio Exercises into their investment process, a differentiator in the way they manage money and an important element of their success.
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video
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Insight Video
• 01-Jun-2021
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International Equity Team
What does Morgan Stanley’s International Equity Team mean by high-quality global equities with strong intangible assets?
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