Investment Insights

Thought leadership on the most compelling topics in investing today, including timely updates, market analysis and commentary.

Latest Insights

Latest Insights

Five consensus views that could prove wrong in 2015

Edward Perkin, January 2015

In this insight, Edward focuses on areas where consensus thinking may be flawed and explores potential opportunities for contrarians.

Learn More

Sell-off in corporate credit creates income opportunities for 2015

Payson Swaffield, January 2015

In 2015, we see significant income opportunities, against a backdrop of potentially higher volatility.

Volatility and uncertainty in the energy market

Kathleen Gaffney, December 2014

While tumbling oil prices are often cause for consumer cheer, the recent sharp drop has hit investors hard. Many also wonder how it may affect the overall energy market and their investments in it.

Learn More

Don't overlook premium municipal bonds

Eaton Vance Municipal Insight Committee, December 2014

In this period of ultra-low interest rates, it’s getting harder for many investors to find higher quality municipal (muni) bonds trading at a discount to par. Most existing muni bonds available for purchase are now priced at a “premium,” well above their par value.

Learn More

The appeal of high-yield munis may increase

Cynthia Clemson & Thomas Metzold, December 2014

Higher taxes are a rude awakening for many investors. For high earners especially, the tax rates on investment income have risen substantially. Increased taxes, combined with historically low yields and the prospect of higher interest rates, now pose a triple threat.

Learn More

Are you prepared for the return of capital gains?

Michael Allison, December 2014

Looking ahead to Tax Day 2015, many investors have exhausted embedded losses and likely face significant capital gains. Higher taxes on investment gains will compound the issue, taking a larger slice of their investment returns.

Learn More

2015 year ahead: Continuing to deflate the global credit bubble

Richard Bernstein, December 2014

In his annual outlook, Richard Bernstein, CEO and CIO of Richard Bernstein Advisors LLC, focuses on six trends that could set the global agenda in 2015.

Learn More

Don’t ignore higher taxes until Tax Day

Municipal Insight Committee, December 2014

During the 2013 tax season, many investors in higher tax brackets were rudely awakened to the reality of paying 50% of their income in federal and state taxes. Given the new tax landscape, the federal tax advantage income municipal bonds provide may look more appealing than ever.

Learn More

Commodity investing: Indexes are not your friends

Tim Atwill, November 2014

In the last 10 years, a large number of investors have been introduced to the commodity asset class, and a typical entry into this space has been through the use of an index-based ETF, ETN or swap. Most investors believe this will give them an experience similar to the equity markets, where an index-based product represents an unbiased view of the market portfolio, using market capitalization as weights. Unfortunately, this intuition proves misguided due to a number of important differences in how these indexes are constructed.

Get Full Article

When all you have is a hammer: Fixed-income managers and commodities

Tim Atwill, November 2014

Commodity allocations in investor portfolios have become increasingly commonplace over the last five years. In conversations with investors, we find such allocations are typically put in place for two overarching reasons.

Get Full Article

It's time for your portfolio to break from tradition

Kathleen Gaffney and Kevin Dachille, November 2014

Given the current low-yield environment and with rising interest rates looming, now may be the right time to consider new strategies for generating favorable returns in your fixed-income portfolio.

Learn More

Confronting the tax drag

Tom Metzold, Jim Evans, Lew Piantedosi, Peter Crowley; November 2014

The 2014 tax season brought home the unwelcome reality of higher taxes, particularly for high-income earners. The impact of higher taxes on their investment returns can be substantial now and in the years ahead. Left unchecked, taxes can consume a quarter or more of every dollar earned by the average investor.

Learn More

Is your portfolio truly diversified?

Eric Stein, CFA; November 2014

In this Insight, Eric Stein, co-director of Eaton Vance Global Income Group, discusses the potential benefits of absolute return strategies, what they invest in and the role they can play in investor portfolios.

Learn More

What the U.S. midterm elections mean for municipal bond investors

Municipal Insight Committee, November 2014

In this timely Insight, we focus on five states where the outcome of the elections may impact state credit quality – positively and negatively – in the near future.

Learn More

A Republican Congress Awaits – But First the Lame Duck Session

Andrew H. Friedman, November 2014

In this timely Insight, Andy Friedman details how the House and Senate chambers might view compromise differently and the unfinished business that awaits them next month.

Learn More

Are you prepared for short-term rates to rise?

Craig Brandon, CFA; November 2014

In this timely Q&A, Craig Brandon, portfolio manager of Eaton Vance Floating-Rate Municipal Income Fund, offers his thoughts on the asset class, how he manages the Fund and which investors may find the strategy attractive.

Learn More

Three reasons why commodity-related debt may hold value under pressure

Kathleen Gaffney, November 2014

In this timely Insight, Kathleen Gaffney discusses how a flexible multisector bond strategy can be a great way to gain exposure to, and take advantage of, potential value opportunities in hard-hit commodity related debt.

Learn More

The importance of country allocation: Developed vs. emerging markets

Tim Atwill and Greg Johnsen, October 2014

Get Full Article

Parametric Emerging Markets: Evolution of the sector weighting process

October 2014

Get Full Article

Hexavest viewpoint: negative on the eurozone

Marc Christopher Lavoie, October 2014

Get Full Article

Tobacco bonds’ appeal may be smoke and mirrors

Tom Metzold, Cindy Clemson, and Leanne Parziale; October 2014

Despite attractive returns, tobacco bonds may be too risky for many investors. In this Insight, we compare these bonds with traditional municipal bonds and pinpoint what matters most now for investors in this sector.

Learn More

Volatility Update

Richard Bernstein, October 2014

After a relatively quiet summer, broad financial market volatility has resurfaced and investors are wondering what to do.

Learn More

Are you managing volatility?...or is it managing you?

Tim Atwill, Richard Bernstein, Eric Stein, Chris Sunderland, Brad Godfrey; September 2014

Research shows investors’ personal returns fall short of the equity markets’ actual returns because investors too often make the mistake of buying high and selling low. But there are several strategies investors and their advisors can draw on to take a more disciplined approach to investing.

Learn More

Are munis the cure for yield-starved investors?

Richard Bernstein, September 2014

Today, many volatility-wary, yield-starved investors fear that rising interest rates will devastate their income portfolios and wonder which asset class may be best to navigate this market and address the challenges they face.

Learn More

Corporate inversions: a primer

Andrew H. Friedman, September 2014

Read this quick primer, see why there’s spirited debate about tax inversion in the U.S. and what it all means to you.

Learn More

A way to address higher taxes and rising rates

Craig Brandon and Adam Weigold, September 2014

One of the top challenges for yield-starved, tax burdened investors today is finding attractive, tax-efficient short-term income opportunities while being mindful of higher taxes. For investors comfortable with the risks involved, municipal floating-rate notes (FRNs) may be a suitable choice to help address these needs — and more.

Learn More

Inclusion of Chinese A-shares in MSCI Indexes: Our perspective

Timothy Atwill and Thomas Hardy; August 2014

Get Full Article

Four reasons to consider a trust to protect your assets

Andrew Friedman, August 2014

For many years, trusts have been the province of the wealthy — mysterious vehicles used to escape taxes and preserve assets for future generations. And for couples with joint assets approaching or exceeding $10.68 million (the current gift and estate tax exemption amount), a comprehensive estate plan that incorporates trusts is crucial for minimizing estate taxes.

Learn More

Toward the sounds of chaos

Richard Bernstein, August 2014

Investors continue to react to volatility by making emotion-driven decisions that take them out of the market and put their long-term financial goals at risk.

Learn More

Solving the Income Puzzle

Christopher Remington, Michael Cirami, Kathleen Gaffney, and Scott Page; July 2014

With interest rates at near historic lows, investors are starved for income. Government bonds and high-grade corporates have generally been the core of investors’ income portfolios, but yields on these bonds are minimal. Delivering a potential double whammy for investors, the prospect of rising interest rates could bring principal losses because the prices of bonds in these core sectors are highly sensitive to changes in interest rates. Diversifying into nontraditional income sectors may provide investors with greater income and lessen their exposure to interest-rate risk.

Learn More

Hexavest neutral on Japan

Frédéric Imbeault, June 2014

The policies of Japanese Prime Minister Shinzo Abe – known as “Abenomics” – succeeded in pushing the country out of recession and deflation. But further economic reforms are still needed, and other key economic and market indicators remain mixed.

Learn More

Investing in the Wake of the “Great Moderation:” Floating-Rate Loans as a Strategic Allocation

Scott Page, Craig Russ, Christopher Remington; April 2014

Floating-rate loans deserve consideration as a strategic portfolio position today because they may help:

  • Boost income in a low, flat-rate environment with yield potential that’s competitive with or greater than many longer-duration fixed-income investments.
  • Protect fixed-income portfolios against a potential rising-rate scenario and the erosion of fixed-income values that would result.
  • Reduce portfolio risk with historically near-zero duration and low correlation with other fixed-income sectors.

Get Full Article

Eaton Vance Viewpoints: Timothy Atwill on “Systematic Alpha” Investing

Timothy Atwill, March 2014

Timothy Atwill, CFA, Ph.D., Director – Research and Strategy for Parametric, discusses Parametric’s innovative investment approach — known as “systematic alpha” — and its application to emerging-market investing.

Get Full Article
 

loading

We apologize for the inconvenience but we are experiencing a technical issue.

We are working on a solution. Please try again later.

If you require further assistance, please call:
1-800-836-2414.

    Your download will begin when this window is closed.

    You have successfully un-subscribed from .



    Don't have an account? Register.

    As a subscriber, you are one step away from getting more access and control. Register now by simply creating a password below.

    Passwords must be 8 to 20 alphanumeric characters, including a special character: ! @ # $ % ^ & * ( ) - _ = + , < . > ?

    Cancel

    Trouble registering? Call 1-800-836-2414.

    Congratulations! You are registered.

    We have sent a verification email to . Please check your e-mail and click on the secured link to verify your account and complete the registration process.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Congratulations!

    We are pleased to grant you access to this Eaton Vance website.

    Please click here to be logged in with your username .

    A verification email has been sent.

    You have requested a change to your password. In order to process this request, a verification email has been sent to . When you receive this email, please click the link contained within the email to start the password reset process.

    Trouble signing in? Call 1-800-836-2414.

    This account is restricted.

    Your account has limited access. You currently have access to content for:

    Firm restriction.

    This document has not been approved at your firm. We can not complete your subscription request at this time. Please try again later.


    If you need further assistance, please call 1-800-836-2414.

    This account has been updated.

    Your account has been updated to use your new email address .

    We have sent a verification email to with a verification link to confirm the change.

    Trouble receiving the verification email? Call 1-800-836-2414.

    This email account has not been verified.

    Your account has not yet been activated. We have sent a verification email to . If you'd like us to resend this, please click the Resend Email button below.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Cancel

    Thank you.

    An e-mail verification has been re-sent to . Please check your e-mail and follow the instructions to complete the registration process.

    Trouble receiving the verification email? Call 1-800-836-2414.

    An email has been sent to the email address containing a link to verify your credentials. Please check your e-mail and click on the secured link to complete your request.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Re-verification Required

    For security purposes we could not complete your request. Please click here to receive a new link to access the requested content.

    A new email has been sent to the email address containing a link to re-verify your credentials. Please check your e-mail and click on the secured link to complete your request.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Verification Accepted

    You have been granted access to the requested content.

    Remember Me

    Click here to remain recognized on this device for future visits to EatonVance.com

    Do Not Remember Me

    Click here if you are using a Public Computer or Shared Device.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Cancel

    Don't have an account? Register.

    Please check the Fund Literature that you would like to subscribe to. Your subscriptions can be managed on your profile page.

    Subscribe All

    Thank you for downloading

    If your download did not start automatically, please click here.

    Stay on top of your game!

    Receive email notifications when the  is updated by clicking the subscribe button.

    Close

    Thank you for subscribing

    We have sent a verification email to . Please check your e-mail and click on the secured link to verify your subscription.

    Un-subscription request

    We have sent a verification email to . Please check your e-mail and click on the secured link to verify your request.

    Financial Advisors, stay on top of your game.

    Receive email notifications of updates to  by entering your email address to subscribe.

    Cancel

    Don't have an account? Register.

    Enter your e-mail address to reset your password.

    Already have an account?
    Don't have an account? Register.

    Trouble registering? Call 1-800-836-2414.

    Simply enter your e-mail address to register.

    Cancel

    Already have an account?

    If you are an individual investor and have a Mutual Fund account with Eaton Vance, sign into your account here.

    Register for more access and control.
    • Elevate your business practice with materials from the Advisor Institute.
    • Learn more with exclusive videos, conference calls, and the latest insights.
    • Follow products, get product notifications, and manage your Eaton Vance communications.
    Please wait while the data is being prepared for download.
    loading
    This message will automatically close when your file is ready.

    Financial Advisors

    Register Now

    Already have an account? .

     

    Symbol:  

    NAV as of