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High Yield | Leveraged Credit

Sourcing opportunities in a relatively fully valued high-yield bond market
Article publishedBy: Kelley Baccei Gerrity, Will Reardon  |  Article published on:August 24, 2021

London - There is a lot to like about the global high-yield market. The global developed economy is on a resurgent trajectory, corporate fundamentals have improved dramatically and central bank policy remains accommodative. That said, there are also critical factors that could weigh on the market: tight average valuations, the changing impulse of liquidity, the threat of persistent inflation, and COVID variant uncertainty.
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Emerging Markets | Equities | Responsible Investing

Examining the Impact of China's New Regulatory Regime
Article publishedBy: Kunjal Gala  |  Article published on:October 14, 2021

London - Since November 2020, Chinese authorities have aggressively tightened regulations across a number of sectors, including the internet, health care, education, gaming, gambling and crypto currencies — ostensibly in pursuit of its social and political goal of "common prosperity." Although tighter regulation was clearly on the horizon, investors and industry officials were caught off guard by the strictness of the new rules and speed with which they took place.
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Emerging Markets | Global Investing | Markets and Economy

Bullish and Bearish COVID Developments: CDC Advisors Say the Delta Surge Is Over
Article publishedBy: Marshall L. Stocker, Ph.D., CFA  |  Article published on:September 24, 2021

Boston - According to a new analysis by a consortium of researchers advising the CDC, the Delta surge will likely decline steadily now through next spring — without a significant bump up in the winter. As a result, we expect this will be our last weekly update on health policy responses and other COVID developments.
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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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