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Calvert exchange-traded funds are distributed
by Foreside Fund Services, LLC.

New ETFs
Powered by
Calvert,
an ESG Leader

Set a high bar for
your ETF investments

Explore More

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Insight Article

Overcoming Behavioral Biases

All humans have behavioral biases, those blind spots that can impact decision-making. To address investment bias, the Eaton Vance Equity Group has integrated proprietary Portfolio Exercises into their investment process, a differentiator in the way they manage money and an important element of their success.

Consilient Observer

ROIC and Intangible Assets

We extend the analysis from our recent report, “Return on Invested Capital,” by adjusting ROIC for all companies to reflect intangible investment. While the median and aggregate ROIC for the adjusted figures is similar to the traditional one, the main result is that extremely high and low ROICs regress toward the mean. We believe these adjustments represent a step toward a more accurate view of the magnitude and return on investment.

Resources

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2022 Year-End Distributions

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Sustainable Investing

We know the value of active management in today's market.

Emerging Markets Leaders Portfolio

CUSIP: 61760X612
SHARE CLASS: I

Emerging Markets Leaders Portfolio

AS OF 02/07/2023

AS OF 02/07/2023

MORNINGSTAR OVERALL RATING

Share Class - I

737 Diversified Emerging Mkts - 01/31/2023

Past performance is no guarantee of future results. For complete information click here.

Tales From the Emerging World

Vietnam's Emerging Consumer Class

Vietnam’s large, young and tech-savvy middle class, makes it one of a few countries to benefit from globalizing in a deglobalizing world.

Tales From the Emerging World

Brazil: Restoring the Fiscal Anchor Is Key

The Achilles heel of Brazil is its fiscal situation. Brazil’s economy should grow, but restoring the fiscal anchor will be the primary economic challenge.

Engagement Report

Emerging Markets ESG and Sustainability - 2022 Report

EM Equity team report how they actively advocated for sustainable corporate policies during 2021 and share their ESG engagement priorities for 2022.

US Core Portfolio

CUSIP: 61766J849
SHARE CLASS: I

US Core Portfolio

AS OF 02/07/2023

AS OF 02/07/2023

MORNINGSTAR OVERALL RATING

Share Class - I

1227 Large Blend - 01/31/2023

Past performance is no guarantee of future results. For complete information click here.

Takeaways & Key Expectations

Equity Market Commentary - October 2022

Senior portfolio manager Andrew Slimmon posits there is a greater than 50% chance that the S&P 500 has already hit the low for 2022 and the economy will prove to be more resilient than the bears predict. In his October TAKE, Andrew offers compelling reasons for this call, as well as some arguments against.

Market Alert with Andrew Slimmon

Andrew Slimmon offers a timely perspective on what is shaping the markets now. Listen to his Market Alert.

Market Alert with Andrew Slimmon

Andrew Slimmon offers a timely perspective on what is shaping the markets now. Listen to his Market Alert.

Global Fixed Income Opportunities Fund

CUSIP: 616961405
SHARE CLASS: I

Global Fixed Income Opportunities Fund

AS OF 02/07/2023

AS OF 02/07/2023

MORNINGSTAR OVERALL RATING

Share Class - I

290 Multisector Bond - 01/31/2023

Past performance is no guarantee of future results. For complete information click here.

Global Fixed Income Bulletin

Putting Income Back into Fixed Income

The bond market rout continued in September, which would have been even worse without a substantial rally over the last three days of the month. The Fixed Income team shares its thoughts.

Global Fixed Income Bulletin

Snap Back to Reality

August ended the summer flirtation with bull market dreams. After strong recoveries in July, bond markets turned down once again in August, generating large negative returns. Yields, spreads, and equities have not (at least yet) returned to their June nadir.

Three Burning Questions Light the Recession Fuse

Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

Global Franchise Portfolio

CUSIP: 61744J283
SHARE CLASS: I

Global Franchise Portfolio

AS OF 02/07/2023

AS OF 02/07/2023

MORNINGSTAR OVERALL RATING

Share Class - I

341 Global Large-Stock Blend - 01/31/2023

Past performance is no guarantee of future results. For complete information click here.

Global Equity Observer

Superpowers to the Rescue?

If the current good times for corporates turn into tough times, the International Equity team believes the twin superpowers of pricing power and recurring revenues will be essential. Bruno Paulson explains.

Global Equity Observer

As earnings resilience and pricing power become ever-more significant in a world of rising rates, inflation, regulation and the energy crisis, the International Equity Team explains why they believe their active approach is more important than ever.

Engagement Report

Engage Spring 2022

The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

Sustainable Investing

Sustainable Investing

Calvert's View on SEC Proposal on Climate Disclosure

In this article, Calvert explains its support for the SEC's proposal on climate disclosure.

Sustainable Investing

Energy at a Crossroads

Morgan Stanley sustainability experts discuss the prospects and pitfalls facing energy transition.

Sustainable Investing

The Nuclear Revival: Embracing a Clean, Reliable and Safe Source of Energy - Video

As the world grapples with climate change and energy security, nuclear power is experiencing a revival, as a clean, reliable and safe source of energy.