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Investment Grade Fixed Income

Quarterly Core Bond Outlook - July 2021
Article publishedBy: Vishal Khanduja | Article published on:July 28, 2021

Eaton Vance's core bond team outlines its views on valuations for July 2021

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High Yield | Leveraged Credit

Following a choppy Q1, high yield bonds appear poised to strengthen
Article publishedBy: Steve Concannon, James Croom, CFA | Article published on:June 10, 2021

Although the U.S. high-yield market faced some challenging crosscurrents in Q1, it appears to have entered a recovery phase -- supported by economic growth, falling default rates, and U.S. monetary and fiscal policies.

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Markets and Economy | Responsible Investing

Calvert Responsible Investing Monitor
Article publishedBy: Calvert Research and Management | Article published on:July 22, 2021

Key issues and trends that illustrate what you need to know about Responsible Investing.

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The views expressed in these posts are those of the authors and are current only through the date stated. These views are subject to change at any time based upon market or other conditions, and Eaton Vance disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions for Eaton Vance are based on many factors, may not be relied upon as an indication of trading intent on behalf of any Eaton Vance fund. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness.

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Bearish and bullish COVID-19 developments: Delta variant redux

July 28, 2021

By Marshall L. Stocker, Ph.D., CFADirector of Country Research and Portfolio Manager, Eaton Vance Management

Quarterly Core Bond Outlook - July 2021

July 28, 2021

By Vishal KhandujaDirector of Investment Grade Fixed-Income Portfolio Management and Trading, Calvert Research and Management

Marking the uncertain course of monetary policy and the markets

July 27, 2021

By Vishal Khanduja, CFADirector of Investment Grade Fixed-Income Portfolio Management and Trading, Calvert Research and Management and Brian S. Ellis, CFACalvert Fixed Income Portfolio Manager

Fed to weigh growth, inflation, delta variant uncertainty at July meeting

July 26, 2021

By Eric Stein, CFAChief Investment Officer, Fixed Income, Eaton Vance Management

Quarterly Economic Outlook - July 2021

July 26, 2021

By Vishal KhandujaDirector of Investment Grade Fixed-Income Portfolio Management and Trading, Calvert Research and Management and Brian Ellis Calvert Fixed Income Portfolio Manager

Floating-rate loans at midyear: Helping investors as the economy — and perceived inflation risks — grow

July 22, 2021

By Andrew N. Sveen, CFACo-Director of Floating-Rate Loans, Eaton Vance Management and Christopher RemingtonInstitutional Portfolio Manager, Eaton Vance Management

Calvert Responsible Investing Monitor

July 22, 2021

By Calvert Research and Management

Taxable Municipal Bond Market Monitor

July 20, 2021

By

How loans can help investors

July 20, 2021

By Craig RussCo-Director of Floating-Rate Loans, Eaton Vance Management and Andrew SveenCo-Director of Floating-Rate Loans, Eaton Vance Management

Credit Market Monitor

July 19, 2021

By

Mid-year outlook bright for international equities amid shifting paradigms

July 16, 2021

By Ian KirwanGlobal Equity Analyst, Eaton Vance Advisers International Ltd.

Positioning for dividend yield while bond yields remain low

July 13, 2021

By Edward J. Perkin, CFAChief Investment Officer, Equity, Eaton Vance Management

Quarterly Equity Outlook - July 2021

July 12, 2021

By Edward J. Perkin, CFAChief Investment Officer, Equity, Eaton Vance Management

Municipal Bond Market Monitor

July 12, 2021

By

Municipal bonds at midyear: Could rich valuations get even richer?

July 9, 2021

By Cynthia J. ClemsonCo-Director of Municipal Investments, Eaton Vance Management and Craig R. Brandon, CFACo-Director of Municipal Investments, Eaton Vance Management

Quarterly Income Outlook - July 2021

July 7, 2021

By Eric SteinChief Investment Officer, Fixed Income, Eaton Vance Management

Have U.S. economic growth and inflation rates peaked?

July 6, 2021

By Eric Stein, CFAChief Investment Officer, Fixed Income, Eaton Vance Management

Emerging Markets Debt Monitor

July 6, 2021

By Emerging Markets TeamEaton Vance Management

Serbia's new inclusion in Index highlights potential benefits of investing outside indexes

July 2, 2021

By Emerging Markets TeamEaton Vance Management

Monthly Market Monitor

June 30, 2021

By

Business as usual for agency MBS market after Supreme Court ruling on regulator

June 24, 2021

By Alexander Payne, CFAPortfolio Manager, Mortgage-Backed Securities, Eaton Vance Management and Chip DriscollInstitutional Portfolio Manager, Eaton Vance Management

Transitioning to a new market cycle may require a fresh look at risk

June 23, 2021

By Tom Lee, CFAChief Investment Officer, Equities and Derivatives, Parametric

Fed delivers "hawkish surprise" as economy — and inflation risk — grow

June 17, 2021

By Eric Stein, CFAChief Investment Officer, Fixed Income, Eaton Vance Management

Real interest rates suggest value in EM Debt

June 16, 2021

By Emerging Markets TeamEaton Vance Management

MBS market priced in the Fed taper, but did anyone else?

June 14, 2021

By Andrew Szczurowski, CFADirector of Mortgage-Backed Securities, Eaton Vance Management and Chip DriscollInstitutional Portfolio Manager, Eaton Vance Management

The investment case for water stewardship

June 10, 2021

By Jade HuangPortfolio Manager, Calvert Research and Management

Following a choppy Q1, high yield bonds appear poised to strengthen

June 10, 2021

By Steve ConcannonCo-Director of High Yield Bonds, Portfolio Manager, Eaton Vance Management and James Croom, CFAHigh-Yield Bond Analyst, Eaton Vance Management

US census data release reveals population pressures for investors

June 9, 2021

By Tom Lee, CFAChief Investment Officer, Equities and Derivatives, Parametric

Taking a shine to acute care hospitals post-pandemic

June 8, 2021

By James Croom, CFAHigh-Yield Bond Analyst, Eaton Vance Management and Stephen C. Concannon, CFACo-Director of High Yield Bonds, Portfolio Manager, Eaton Vance Management

Investing toward a net-zero energy system

June 4, 2021

By John MillerVP and ESG Senior Research Analyst, Calvert Research and Management and Cheryl WilsonVP and ESG Senior Research Analyst, Calvert Research and Management

Hawkish comments by Fed reflect change in tone, not core policy

June 3, 2021

By Eric Stein, CFAChief Investment Officer, Fixed Income, Eaton Vance Management

As the inflation threat grows, so does the case for floating-rate loans

June 2, 2021

By Andrew N. Sveen, CFACo-Director of Floating-Rate Loans, Eaton Vance Management and Christopher RemingtonInstitutional Portfolio Manager, Eaton Vance Management

Falling volatility supports bullish outlook for emerging markets debt

June 1, 2021

By Bradford Godfrey, CFADirector of Alternative and Asset Allocation Strategies, Eaton Vance Management and Michael A. CiramiCo-Director of Emerging Markets, Portfolio Manager

Recent crypto sell-off suggests emerging links with broader markets

May 28, 2021

By Eric Stein, CFAChief Investment Officer, Fixed Income, Eaton Vance Management

Last update on latest bullish and bearish COVID-19 developments

May 27, 2021

By Marshall L. Stocker, Ph.D., CFADirector of Country Research and Portfolio Manager, Eaton Vance Management

How insights into economic transparency can generate alpha for clients

May 24, 2021

By Marshall L. Stocker, Ph.D., CFADirector of Country Research and Portfolio Manager, Eaton Vance Management

Inflation concerns are back, and they're real, but they shouldn't be overstated

May 21, 2021

By Eric Stein, CFAChief Investment Officer, Fixed Income, Eaton Vance Management

Global economy and inflation: Time to 'pay the piper'?

May 17, 2021

By Ian KirwanGlobal Equity Analyst, Eaton Vance Advisers International Ltd.

Economic Transparency means a creditworthy sovereign

May 14, 2021

By Marshall L. Stocker, Ph.D., CFADirector of Country Research and Portfolio Manager, Eaton Vance Management

'Hero pay' proxy vote shows how ESG issues have evolved

May 6, 2021

By William HsuCorporate Governance and Proxy Voting Specialist, Calvert Research and Management

Slower global recovery seen at IMF meeting as well as an expanded agenda

May 3, 2021

By Emerging Markets TeamEaton Vance Management

Fed threads the needle with upbeat economic message and dovish stance

April 29, 2021

By Eric Stein, CFAChief Investment Officer, Fixed Income, Eaton Vance Management

Green bond issuance in Q1 triples from a year ago

April 22, 2021

By Henry MasonESG Research Associate, Calvert Research and Management and Brian S. Ellis, CFACalvert Fixed Income Portfolio Manager

Using engagement to drive progress on climate change

April 22, 2021

By Kimberly StokesCorporate Engagement Strategist, Calvert Research and Management

An unwanted record: 415 and rising

April 20, 2021

By John MillerVP and ESG Senior Research Analyst, Calvert Research and Management

Tools of Change: 2021 Calvert Engagement Report - EVMI

April 20, 2021

By Calvert Research and Management

Macro factors remain strong for EM debt after 1Q21 sell-off

April 14, 2021

By Emerging Markets TeamEaton Vance Management

The outlook for credit markets one year after pandemic

April 13, 2021

By Justin H. Bourgette, CFADirector of Investment Strategy, Portfolio Manager, Eaton Vance Management and Kelley Baccei GerrityHigh Yield Portfolio Manager, Eaton Vance Management

The "anti-bond" rides again — Loans excel as diversifiers in volatile 1Q21

April 12, 2021

By Andrew N. Sveen, CFACo-Director of Floating-Rate Loans, Eaton Vance Management and Christopher RemingtonInstitutional Portfolio Manager, Eaton Vance Management

Introducing Tools of Change, the 2021 Calvert Engagement Report

April 6, 2021

By John WilsonDirector of Corporate Engagement, Calvert Research and Management

AAA agency mortgage-backed securities don't just outperform in risk-off environments

March 29, 2021

By Andrew Szczurowski, CFADirector of Mortgage-Backed Securities, Eaton Vance Management and Alexander Payne, CFAPortfolio Manager, Mortgage-Backed Securities, Eaton Vance Management

Responsible fixed-income Investing

March 26, 2021

By Brian Ellis Calvert Fixed Income Portfolio Manager and Vishal KhandujaDirector of Investment Grade Fixed-Income Portfolio Management and Trading, Calvert Research and Management

How responsible investments can make a difference

March 25, 2021

By Anthony EamesDirector of Responsible Investment Strategy, Calvert Research and Management

Is inflation around the corner?

March 23, 2021

By Tom Lee, CFAChief Investment Officer, Equities and Derivatives, Parametric

No relief from the Supplementary Leverage Ratio (yet)

March 22, 2021

By Brian ShawPortfolio Manager, Eaton Vance Management

Beyond futures: What water means to us

March 22, 2021

By Yijia Chen, CFAESG Quantitative Research Analyst, Calvert Research and Management and Jade HuangPortfolio Manager, Calvert Research and Management

Responsible Investing and key water risks

March 22, 2021

By Yijia Chen, CFAESG Quantitative Research Analyst, Calvert Research and Management and Jade HuangPortfolio Manager, Calvert Research and Management

Dovish Fed signals commitment to "average inflation targeting"

March 18, 2021

By Eric Stein, CFAChief Investment Officer, Fixed Income, Eaton Vance Management

Calvert's approach to ESG data and the creation of Custom Composite Indicators

March 17, 2021

By Calvert Research and Management

Emerging markets debt - ESG engagement through an expert approach

March 16, 2021

By Emerging Markets TeamEaton Vance Management

Opportunities may emerge as munis come back to earth

March 15, 2021

By Jon Rocafort, CFAManaging Director, SMA Portfolio Management, Parametric

Why we raised our standards for proxy voting on board diversity

March 12, 2021

By John WilsonDirector of Corporate Engagement, Calvert Research and Management

What does the recent rise in yields mean for muni bond investors?

March 11, 2021

By Cynthia J. ClemsonCo-Director of Municipal Investments, Eaton Vance Management and Craig R. Brandon, CFACo-Director of Municipal Investments, Eaton Vance Management

Bullish and bearish COVID-19 developments: Pandemic reaches one-year anniversary

March 11, 2021

By Marshall L. Stocker, Ph.D., CFADirector of Country Research and Portfolio Manager, Eaton Vance Management

Municipals receive considerable support from the American Rescue Plan

March 10, 2021

By Bill Delahunty, CFADirector of Municipal Research, Eaton Vance Management

Dividends avoid crisis in 2020 to face favorable dynamics in 2021

March 8, 2021

By Derek DiGregorioEquity Strategy Implementation and Portfolio Manager, Eaton Vance Management and Christopher B. Reed, CFAProduct & Portfolio Strategy

ESG investing after the DOL rule

March 8, 2021

By Calvert Institute for Responsible Investing

Value of loans as inflation hedge looms large amid bond market volatility

March 5, 2021

By Andrew N. Sveen, CFACo-Director of Floating-Rate Loans, Eaton Vance Management and Christopher RemingtonInstitutional Portfolio Manager, Eaton Vance Management

Systemic racism and inequality in health care

March 5, 2021

By Laura AhmadiESG Research Analyst, Calvert Research and Management and Bianca MinnsSenior Research and Project Assistant, Calvert Research and Management

Active vs. Passive in EM debt

March 4, 2021

By Matthew F. Murphy, Jr., CFA, CAIAVice President and Institutional Portfolio Manager, Global Income Group, Eaton Vance Management and Michael A. CiramiCo-Director of Emerging Markets, Portfolio Manager

High-yield outlook supported by favorable fundamental, technical and macro backdrop

February 24, 2021

By Will ReardonInstitutional Portfolio Manager, High Yield and Steve ConcannonCo-Director of High Yield Bonds, Portfolio Manager, Eaton Vance Management

In US small caps, risk sentiment may shift as the economy recovers

February 23, 2021

By Chris Morahan, CFADirector of US Equity Product and Portfolio Strategy, Eaton Vance Management

Serbia's new inclusion in Index highlights benefits of investing outside indexes

February 22, 2021

By Emerging Markets TeamEaton Vance Management

Exploring ESG data: A deeper understanding

February 22, 2021

By Cheryl WilsonVP and ESG Senior Research Analyst, Calvert Research and Management and Laura AhmadiESG Research Analyst, Calvert Research and Management

Is the US equity market heading for a bubble?

February 19, 2021

By Tom Lee, CFAChief Investment Officer, Equities and Derivatives, Parametric

Consumer retail: 2021 outlook

February 19, 2021

By Hellen MbuguaESG Senior Research Analyst, Calvert Research and Management

Back to the future

February 19, 2021

By Andrew SveenCo-Director of Floating-Rate Loans, Eaton Vance Management and Craig RussCo-Director of Floating-Rate Loans, Eaton Vance Management

New FOMC minutes renew Fed's commitment to dovish policy

February 18, 2021

By Eric Stein, CFAChief Investment Officer, Fixed Income, Eaton Vance Management

Finding attractive total returns in the low(est) yield world

February 17, 2021

By Jeffrey D. MuellerCo-Director of High Yield Bonds, Portfolio Manager, Eaton Vance Advisers International Ltd. and Stephen C. Concannon, CFACo-Director of High Yield Bonds, Portfolio Manager, Eaton Vance Management

Calvert's approach to ESG data and the creation of Custom Composite Indicators

February 17, 2021

By Laura AhmadiESG Research Analyst, Calvert Research and Management and Cheryl WilsonVP and ESG Senior Research Analyst, Calvert Research and Management

The Calvert methodology behind Barron's Top 100 Sustainable Companies list

February 17, 2021

By Calvert Research and Management

SOFR on track to replace Libor as loan benchmark by year end

February 16, 2021

By Andrew N. Sveen, CFACo-Director of Floating-Rate Loans, Eaton Vance Management and Christopher RemingtonInstitutional Portfolio Manager, Eaton Vance Management

Consumer retail: What we saw in 2020

February 12, 2021

By Hellen MbuguaESG Senior Research Analyst, Calvert Research and Management

Bullish and bearish COVID-19 developments: Pace of vaccine distribution increasing daily

February 9, 2021

By Marshall L. Stocker, Ph.D., CFADirector of Country Research and Portfolio Manager, Eaton Vance Management

Five reasons to be bullish on local-currency emerging-market debt

February 9, 2021

By Matthew F. Murphy, Jr., CFA, CAIAVice President and Institutional Portfolio Manager, Global Income Group, Eaton Vance Management and Michael A. CiramiCo-Director of Emerging Markets, Portfolio Manager

Reddit meets the bond market

February 8, 2021

By Stephen C. Concannon, CFACo-Director of High Yield Bonds, Portfolio Manager, Eaton Vance Management and Donal KinsellaInstitutional Portfolio Manager, Eaton Vance Management (International) Limited

Green bond standards advance, bringing greater clarity for issuers, investors

February 5, 2021

By Henry MasonESG Research Associate, Calvert Research and Management and Brian S. Ellis, CFACalvert Fixed Income Portfolio Manager

EM local currencies poised to be a major driver of EM debt returns

February 2, 2021

By Emerging Markets TeamEaton Vance Management

Municipals could be big winners from recent and proposed federal stimulus

February 1, 2021

By Bill Delahunty, CFADirector of Municipal Research, Eaton Vance Management