New research shows small-cap investing in the face of pandemic can still offer long term opportunities

From

While volatility recorded in the first quarter of 2020 has been unprecedented and challenges remain, global investment manager, Eaton Vance, continues to see opportunities for investors with a long- term mindset in small-cap equities. In a recent research paper, Aidan Farrell, Director of Global Small Cap Equity at Eaton Vance, presents his analysis of factor […]

continue reading

Investors should take advantage of further volatility in high yield markets

From

Global high-yield markets are tussling between trying to gauge the extent of lockdown-driven global economic malaise on the one hand, and the positive impact from enormous stimulus measures that have been announced around the world, on the other. Stephen C. Concannon, Co-Director of High Yield Bonds Portfolio Manager, Jeffrey D. Mueller Co-Director of High Yield […]

continue reading

Pandemic highlights need for engagement says Calvert

From

For socially responsible investors, engagements have never been more vital than they are right now. This was highlighted by John Wilson, Director of Corporate Engagement at Calvert, an Eaton Vance affiliate. Wilson says: “The COVID-19 pandemic has exposed numerous vulnerabilities in our market system. “Increased corporate specialisation has left many companies highly dependent on a […]

continue reading

Investors should consider lasting effects of higher-quality macroeconomic developments

From

Global markets have settled into a more normal, high-volatility environment from the extreme volatility over the past few weeks. As hot-spot countries like Spain and Italy hopefully have passed their peak mortality rates, global markets appear to be finding their footing. Michael A. Cirami, CFA, and Eric Stein, Co-Directors of Global Income for Eaton Vance […]

continue reading

EM debt relatively unscathed by coronavirus – so far

From

Thus far, emerging markets debt has been relatively unscathed by the coronavirus, driven by expectations that the impact on growth will be temporary, and that central banks will intervene with lower rates. The Emerging Markets Debt team at Eaton Vance, a global investment manager, notes: Obviously, the risk to EM debt will likely grow if […]

continue reading

Country focus comes to the fore in emerging markets

From

It’s been a great year for emerging markets (EM). Through the third quarter, the major EM debt indexes were up sharply, as a lot of things have come together for the sector. There were fundamental improvements in a number of EM countries, although by no means all of them. And valuations were compelling. From a […]

continue reading

Examining board gender diversity and equity market performance

From

Do gender-diverse boards and executive teams really make a financially material difference to companies and capital markets? “While numerous studies in recent years point to “yes,” we decided to put these theories to the test, using rigorous quantitative factors,” says Yijia Chen, ESG Quantitative Research Analyst, Calvert Research and Management, an affiliate of Eaton Vance. […]

continue reading

When sustainable practices yield sustainable profits

From

A recent research study from Charles M. Williams Professor of Business Administration at Harvard Business School George Serafeim, conducted in collaboration with Calvert Research and Management, examined about 3,800 companies across 65 industries from 2012 to 2017. This new research, titled “When sustainable practices yield sustainable profits: The path to a strategic edge”, found that […]

continue reading

Eaton Vance announces new Director of Institutional Business Development, Australia & New Zealand

From

Eaton Vance Australia Pty. Ltd., a subsidiary of Eaton Vance Corp. (NYSE: EV), has announced the appointment of Ty Thurgood as Director of Institutional Business Development, Australia and New Zealand. Based in Sydney, Mr. Thurgood is responsible for identifying and developing relationships with pension funds, private banks, fund of funds, institutional investors, investment consultants and […]

continue reading

Why Quality matters for global small caps

From

Investors searching for broader sources of return and diversification have been revisiting global small-cap stocks notes Eaton Vance, a global investment manager. Aidan Farrell, Director of Global Small Cap Equity, Eaton Vance Advisers International Ltd. says: “In our view, this is one of the largest, most diverse and least researched segments of the equity market, offering […]

continue reading