Consilient Research's report examines the optimal amount of cash to hold for maximizing value, covering trends, theories, and capital deployment strategies.
China’s emergence as a global economic power has remade the geopolitical landscape. Beijing appears to be in a hurry to decouple its economy from the U.S. and at the same time replace Washington as the top player in the regional and global hierarchy.
China’s emergence as a global economic power has remade the geopolitical landscape. Beijing appears to be in a hurry to decouple its economy from the U.S. and at the same time replace Washington as the top player in the regional and global hierarchy.
China’s emergence as a global economic power has remade the geopolitical landscape. Beijing appears to be in a hurry to decouple its economy from the U.S. and at the same time replace Washington as the top player in the regional and global hierarchy.
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.
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.
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.
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.
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.
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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