| 2022 Outlook • 08-feb-2022 | |
2022 Global Multi-Asset Team Outlook: A Review of the Key Macroeconomic Issues and Investment Themes in 2022
Cyril Moulle-Berteaux,
Sergei Parmenov
Key Macro Issues: COVID-19 Becomes Endemic; Economy Transitions to Stagflation; Regime Shift to Higher Inflation; The End of Free Money and China Exceptionalism. Key Investment Themes: Speculative Mania Bursts; Value Bull Market Continues; The Rise of the Rest (of the World); Commodities Beat Stocks and Bonds.
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| 2022 Outlook • 20-ene-2022 | |
Principales tendencias para el sector inmobiliario y los REITs en 2022 y años posteriores
Laurel Durkay
El equipo Global Listed Real Assets considera que las condiciones macroeconómicas favorables y los factores impulsores seculares son positivos para el sector inmobiliario y los REITs en 2022.
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| Artículo de opinión • 19-ene-2022 | |
La ausencia de consenso en el mercado amplía la gama de oportunidades
Jim Caron
Un año sin consensos, un año de oportunidades Jim Caron, responsable de estrategia y gestor de la cartera del equipo de Global Fixed Income, ve un gran potencial para la gestión activa en renta fija de cara al próximo año.
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| 2022 Outlook • 18-ene-2022 | |
La búsqueda de resultados mejores
Marte Borhaug
Las empresas que se enfrentan a un mundo en constante cambio y que tienen como objetivo la sostenibilidad, deben explorar su entorno y buscar nueva información para sobrevivir. Marte Borhaug del equipo de International Equity da sus impresiones sobre este aspecto.
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| 2022 Outlook • 18-ene-2022 | |
La búsqueda de resultados mejores - Vídeo
Marte Borhaug
Las empresas que se enfrentan a un mundo en constante cambio y que tienen como objetivo la sostenibilidad, deben explorar su entorno y buscar nueva información para sobrevivir. Marte Borhaug del equipo de International Equity da sus impresiones sobre este aspecto.
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| 2022 Outlook • 18-ene-2022 • 2:13 Min | |
Emerging Markets
Marshall Stocker
According to Co-Director of Emerging Markets Marshall Stocker at Eaton Vance Management, markets have largely priced in the risks facing emerging markets debt, and valuations look much more compelling — allowing our diverse and global investment team to capitalize upon many unique and differentiated country opportunities.
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| 2022 Outlook • 18-ene-2022 • 1:53 Min | |
High Yield
Jeff Mueller
Compared to other asset classes, high yield has proven resilient — even during bouts of volatility in recent years, says Co-Director of High Yield Jeff Mueller at Eaton Vance Management, and he anticipates further resilience in 2022 as long as the global economic recovery continues.
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| 2022 Outlook • 18-ene-2022 | |
Forging Opportunities in a Changing High Yield Market
Jeff Mueller, Steve Concannon
As demand from U.S. and global institutional investors provides potential support following episodes of weakness, Co-Directors of High Yield at Eaton Vance Management, Jeff Mueller and Steve Concannon discuss potential buying opportunities available to long-term oriented investors. For more, please read their full 2022 outlook.
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| 2022 Outlook • 18-ene-2022 | |
Unearthing opportunities in an altered landscape
John Baur, Marshall Stocker
For every country like Turkey, where heterodox policy is cause for concern, Co-Directors of Emerging Markets at Eaton Vance Management, Marshall Stocker and John Baur highlight the lesser known and overlooked EM success stories. For more, please read their full 2022 outlook.
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| 2022 Outlook • 18-ene-2022 | |
Carbon Risk, Human Capital Management to Impact Security Prices in 2022
John Streur, Calvert
Calvert Research and Management CEO John Streur expects actions by regulators, corporations and investors to increase the importance placed on ESG factors in investment decisions across global capital markets in 2022. For more, please read his full 2022 outlook.
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| 2022 Outlook • 18-ene-2022 | |
Rising rates key in shaping road to recovery - Video
Andrew Harmstone
Labor market and inflation dynamics are paving the way toward a tightening of monetary policy by the Fed. The Global Balanced Risk Control Team discusses where they see risks and opportunities and their latest tactical views.
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| 2022 Outlook • 18-ene-2022 | |
Rising rates key in shaping road to recovery
Andrew Harmstone
Labor market and inflation dynamics are paving the way toward a tightening of monetary policy by the Fed. The Global Balanced Risk Control Team discusses where they see risks and opportunities and their latest tactical views.
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| 2022 Outlook • 18-ene-2022 • 1:50 Min | |
Municipal Bonds and Taxes
Nisha Patel
While it will be hard to surpass the performance of municipal bonds in 2021, Director of Portfolio Management at Parametric, Nisha Patel sees 2022 as another year when investors could benefit from professional management for relative value trading, tax loss harvesting and credit oversight.
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| 2022 Outlook • 18-ene-2022 | |
As Municipal Bonds Remain an Attractive Diversifier, Counteract Absolute Low Rates with Active Management
Nisha Patel
Director of Portfolio Management Nisha Patel believes the fragmented nature of the municipal bond market and the heavy influence of retail investors may result in inefficiencies that may be exploited to achieve additional return through active management and relative value trading. For more, please read her full 2022 outlook.
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| 2022 Outlook • 18-ene-2022 • 1:52 Min | |
Floating-Rate-Loans
Ralph Hinckley
Portfolio Manager Ralph Hinckley believes credit fundamentals are sound, and inflationary environments tend to signal higher interest rates, which tend to benefit loans. After a strong run in 2021, loan returns in 2022 are likely to come from current income, in his view.
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| 2022 Outlook • 18-ene-2022 | |
2022 Global Equity Outlook Favors Quality Stocks, Non-U.S. Markets
Chris Dyer, Ian Kirwan
Eaton Vance Management's Director of Global Equity Chris Dyer expects potentially solid economic growth across developed economies in 2022, albeit at a slower pace than the recovery‐driven levels seen in 2021. For more, please read his full 2022 outlook.
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| 2022 Outlook • 18-ene-2022 | |
Loans take center stage as inflation threat grows for 2022
Ralph Hinckley, Andrew Sveen
In a year when concerns over
tightened monetary policy
rising rates and inflation periodically wracked the markets, Co-Director of Bank Loans at Eaton Vance Management, explains why the asset class outperformed in 2021 and why he believes loans deserve consideration
for helping conserve
fixed‐income portfolios in rising rate environments. For more, please read his full 2022 outlook.
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| 2022 Outlook • 18-ene-2022 | |
Flexibility Will Be Key for U.S. Multisector Income
Vishal Khanduja, Eaton Vance Management
Director of Investment Grade Fixed Income Portfolio Management and Trading Vishal Khanduja expects inflation to moderate from the most recent spike in 2021 as global supply disruptions and durable goods demand may continue to ease. For more, please read his full 2022 outlook.
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| 2022 Outlook • 18-ene-2022 | |
A Changing Rate Environment in 2022 Could Benefit Active MBS Investors
Andrew Szczurowski, Eaton Vance Management
Director of Mortgage-Backed Securities Andrew Scczurowski believes that agency MBS investors could potentially outperform in a rising rate environment by moving up in coupon. For more, please read his full 2022 outlook.
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| 2022 Outlook • 18-ene-2022 | |
Stay Active to Capitalize on Municipal Bond Opportunities
Cynthia Clemson, Craig Brandon
In the face of expected increases in tax rates and likely rate hikes from the U.S. Federal Reserve, Co-Directors of Municipal Investments at Eaton Vance Management, Cindy Clemson and Craig Brandon believe that municipal bonds should remain an important and diversified component of a suitable investor’s portfolio. For more, please read their full 2022 outlook.
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| 2022 Outlook • 18-ene-2022 | |
La ausencia de consenso en el mercado amplía la gama de oportunidades - Vídeo
Jim Caron
Un año sin consensos, un año de oportunidades
Jim Caron, responsable de estrategia y gestor de la cartera del equipo de Global Fixed Income, ve un gran potencial para la gestión activa en renta fija de cara al próximo año.
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| 2022 Outlook • 18-ene-2022 | |
2022 Outlook: Responsible Investing - Video
John Streur
As we build the necessary capital market infrastructure to fully price ESG issues into security valuation, which we view as vital to supporting shareholder value, Calvert Research and Management CEO John Streur shares his outlook for 2022.
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| 2022 Outlook • 17-ene-2022 | |
Aprovechar oportunidades en unos mercados emergentes que cambian a gran velocidad
Jitania Kandhari
Aprovechando oportunidades en mercados emergentes
Las renta variable emergente gana protagonismo en 2022. Jitania Kandhari, Directora de Invesiones del equipo Solutions and Multi-Asset Group, Gestora de la cartera de Active International Allocation, Responsable macro y de análisis temático para el equipo de Emerging Markets Equity Team, comparte cinco motivos por los que pensar en renta variable emergente este año.
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| 2022 Outlook • 17-ene-2022 | |
Aprovechar oportunidades en unos mercados emergentes que cambian a gran velocidad - Vídeo
Jitania Kandhari
Aprovechando oportunidades en mercados emergentes
Las renta variable emergente gana protagonismo en 2022. Jitania Kandhari, Directora de Invesiones del equipo Solutions and Multi-Asset Group, Gestora de la cartera de Active International Allocation, Responsable macro y de análisis temático para el equipo de Emerging Markets Equity Team, comparte cinco motivos por los que pensar en renta variable emergente este año.
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| 2022 Outlook • 17-ene-2022 | |
History Is Not To Be Ignored - Video
Andrew Slimmon
Andrew Slimmon, Senior Portfolio Manager and Head of the Applied Equity Advisors team for the shares his thoughts on 2022.
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| 2022 Outlook • 17-ene-2022 | |
History Is Not To Be Ignored
Andrew Slimmon
Andrew Slimmon looks at the history of post-recessionary environments and concludes that despite a less accommodative Fed, equity returns should be in positive territory again in 2022.
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| 2022 Outlook • 14-ene-2022 | |
2022 Global Real Estate Outlook Late-Cycle Investing Philosophy Comes Early
Morgan Stanley Real Estate Investing
2021 swift economic recovery has propelled the global economy to the mid-phase of a typical economic cycle. With GDP growth expected to moderate, and monetary policy to tighten, Morgan Stanley Real Estate Investing examine what the new phase may mean for the asset class.
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| 2022 Outlook • 13-ene-2022 | |
Hedge Funds in 2022: Changing With Changing Risk
Mark van der Zwan
Our AIP Hedge Fund Solutions team examines the changing nature of risk that we can expect to see in 2022. Rising volatility and performance dispersion creates an opportunity for hedge fund managers in the new year.
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| 2022 Outlook • 12-ene-2022 | |
Seizing Opportunity With Value Equity in 2022The Eaton Vance Value Equity Team makes the case for Value investing in 2022.
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| 2022 Outlook • 05-ene-2022 | |
Corporate Performance to Support Credit Spreads
Global Fixed Income Team
The Global Fixed Income Team shares it views on the credit market in the upcoming year.
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