Insights
Improved Rate Outlook Lifts Emerging Markets Debt
Featured
Category Tag:International/Global
Forward Thinking: How Global Inflationary Trends Fuel Opportunity for Investors
Forward Thinking: How Global Inflationary Trends Fuel Opportunity for Investors
In this issue of Forward Thinking, we guide investors seeking to maximize the return potential amid shifting inflationary trends throughout the world, sharing our insights about how to increase their allocations to both global equities and fixed income.
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Category Tag:High Yield | Category Tag:Navigating the Curve | Category Tag:Outlook
2024 Outlook: High Yield Bonds
2024 Outlook: High Yield Bonds
Category Tag:Calvert Insights | Category Tag:Responsible Investing
Calvert's Research Process Examines PFAS Risk, Remediation
Calvert's Research Process Examines PFAS Risk, Remediation
New York - The issue of per and polyfluoroalkyl substances, commonly referred to as "forever chemicals," is rapidly evolving, and requires a nuanced approach to evaluate risk to issuers, especially as KPIs specific to PFAS are lacking (see our previous post for more details). At Calvert, our research process allows us to apply a discount to reflect both the materiality on stakeholders (from investors, employees and customers to local communities) and the impact to an issuer's enterprise value (equity, holders, debt holders, bankruptcy). This also considers company actions/response to a controversy.
Category Tag:Emerging Markets Debt | Category Tag:International/Global
Improved Rate Outlook Lifts Emerging Markets Debt