Solid fundamentals provide fresh pickings
12% reduction for impacted funds
Deep Dive into absolute return
Global survey of 400 fund buyers
Fears Europe could disappoint investors in medium term
The team running EM debt portfolios at Eaton Vance has taken a unusually bullish stance on the asset class. Across all risk factors – EM FX, EM local rates, EM sovereign credit and EM corporate debt – the team has constructive views. A key reason here is the supportive macro environment for the asset class and the belief that this supportive environment will continue. On a one-year view, EM local-currency-denominated debt is the team’s top pick.
Paul McNamara to lead new product
Optimism high following change of guard