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Everything from Eaton Vance

Investment stewardship for positive societal impact

From Eaton Vance

In recent years, the growth of investor interest in sustainable investing has been remarkable. Calvert has produced a research paper (in collaboration with George Serafeim, Jakurski Family Associate Professor of

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21 Feb 2018

IMF too optimistic on EM debt, says Eaton Vance

From Eaton Vance

Investors may be wise to take with a grain of salt the International Monetary Fund’s latest projections about the sustainability of emerging market (EM) debt levels, says the global investment

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13 Nov 2017

What Powell’s Fed nomination means for markets

From Eaton Vance

Andrew Szczurowski, Portfolio Manager, Global Income Group and Eric Stein, Co-Director of Global Income at Eaton Vance, a global investment manager believe “Powell as a perfect fit for President Trump’s pro-growth agenda, as

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06 Nov 2017

Will European politics break the market calm?

From Eaton Vance

Eric Stein, Co-Director of Global Income, Eaton Vance, a global investment manager, notes that markets have been seemingly impervious to negative headlines and volatility, but emerging political uncertainty in Europe might

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24 Oct 2017

Why is 2% inflation considered a good thing?

From Eaton Vance

It has been a decade since the start of the financial crisis, and the low levels of inflation as measured by the Consumer Price Index (CPI) continue to disappoint both

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18 Sep 2017

How Harvey could impact the US muni bond market

From Eaton Vance

Craig Brandon, Co-Director of Municipal Investments at Eaton Vance, a leading global asset manager, notes that “the US muni market has held up well so far amid devastating floods in the

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06 Sep 2017

Is market volatility back and how to prepare for more volatility?

From Eaton Vance

Marc Christopher Lavoie and Christian Crete, Portfolio Managers at Hexavest, an affiliate of Eaton Vance Investment Managers, note that escalating tensions between the U.S. and North Korea caused the CBOE

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25 Aug 2017

Where did the Trump trade go? Eaton Vance looks at reasons why the Trump trade has faltered

From Eaton Vance

The markets showed a clear pattern in the weeks following President Donald Trump’s election victory: stocks rallied, Treasury yields rose and the U.S. dollar strengthened. Some investors and commentators called

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19 Jun 2017

Generating income is advisors’ top priority

From Eaton Vance

In anticipation of widely expected rate increases by the Fed, financial advisors in the U.S. are increasingly focused on generating income for their clients, according to the Q2 2017 Eaton

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15 May 2017

Investors need to set realistic expectations for high-yield bonds

From Eaton Vance

High-yield bonds have been on a solid run due to improving economic data, tightening credit spreads and fund inflows. Although they can play a strategic role in long-term portfolios, investors

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02 Mar 2017

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]