Reactions from Eaton Vance investment professionals

Edward J. Perkin, CFA

Chief Equity Investment Officer

"There is so little volatility in the U.S. equity markets, it is easy to be lulled into a false sense of security. Maintain patience and a risk-averse posture. Real volatility will return and create opportunities for investors with dry power ready to deploy."


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Eric Stein, CFA

Co-Director of Global Income

"Even though there has been lower-than-expected inflation, central banks have placed increased scrutiny on asset prices and financial stability, against a backdrop of improving global growth, as they look to normalize monetary policy. However, the Fed will eventually need to reconcile moderate U.S. growth with a strong labor market and inflation levels below targets as it calibrates the pace of policy normalization. "

Funds: EVV, EVG

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Kathleen Gaffney, CFA

Co-Director, Diversified Fixed Income

"The credit market is richly valued and many investors are not getting adequately compensated for taking on more risk in search of yield. Emerging markets offer better value based on strong fundamentals and positive reform potential. Fixed income investors increasingly may need to look away from the U.S. and other developed countries to generate return as interest rates rise."


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Eaton Vance Advisor Top-of-Mind Index Methodology

ATOMIX is calculated based on the findings of a survey of 1,005 financial advisors from a diverse group of companies. Eaton Vance contracted with a third party to conduct the online survey from June 26, 2017 – July 26, 2017. ATOMIX uses a methodology similar to that of the U.S. Consumer Confidence Index* (which has no affiliation with Eaton Vance) in that it calculates a weighted average of current perceptions (40% of the Index) and what advisors think about the trends (60% of the Index). The Index set a baseline average of 100 for April 2014. Each component measured is tracked quarterly to illustrate changes in advisor perceptions and changes in trends over time. Future surveys will sample different financial advisors and may produce different results.

*The monthly Consumer Confidence Survey®, based on a probability-design random sample, is conducted for The Conference Board by Nielsen, a leading global provider of information and analytics around what consumers buy and watch. The Consumer Confidence Index was started in 1967 and is benchmarked to 1985=100. The Index is calculated each month based on a household survey of consumers’ opinions on current conditions and future expectations of the economy. Opinions on current conditions make up 40% of the index, with expectations of future conditions comprising the remaining 60%.