Eaton Vance

After a quick scare in February, which delivered the worst month on record for Australian bond markets and a rare loss for the ‘low-risk’ asset class, markets have quickly normalised. Bond yields continue to retreat despite growing evidence that the global economic recovery is stepping up another gear. Despite this feeling of normality, and perhaps…

Emerging markets have been among the most popular targets for allocations from financial advisers in recent months. Whether it is the strength of the economic recovery in Asia, or the more attractive yields available on sovereign and corporate debt, Australian advisers are finally embracing the sector. One group with extensive experience is Eaton Vance, a…

The search for diversification has forced financial advisers to look far and wide as they seek non-correlated opportunities to fortify client portfolios. Among the most popular asset class in recent months have been emerging market equities, primarily those focused on China and Asia. As is typically the case, equity markets get all the attention and…

According to think-tank Climate Bonds Initiative, green bonds were created to fund projects that have positive environmental or climate-related benefits. They typically fall into the basket of “use of proceeds” bonds where the capital raised is earmarked for green projects, but remain secured by the issuer’s entire balance sheet. Calvert Research & Management, an Eaton…

In a recent podcast, Aidan Farrell, Director of Global Small Cap Equities at Eaton Vance discusses investment opportunities presented by the global small-cap sector for Australian investors. He highlights: The MSCI World Small Cap Index captures small cap representation across 23 Developed Markets countries. With 4,203 constituents, the index covers approximately 14% of the free…

Calvert Institute, the Responsible Lending arm of asset management Eaton Vance, this week released an extensive analysis on the real impacts that corporate governance practices are having on financial performance. The sector and connection between the two has until this point been under-researched and likely under-appreciated, particularly on a global scale. In conducting its research,…

The third quarter capped the best year-to-date return for the Bloomberg Barclays US Aggregate Bond Index since the first nine months of 2002. Although bond prices may continue to advance, we anticipate lower returns may accompany a rise in volatility in coming quarters.