Reactions from Eaton Vance investment professionals

Edward J. Perkin, CFA

Chief Equity Investment Officer

"With the S&P 500 having nearly quadrupled since the March 2009 low and many investors worried about U.S. valuations, we believe now is a good time to look overseas for value. In particular, Europe’s attractive dividend yield and potential for cyclical earnings growth merit consideration."

Funds: EIFVX, EILVX, EITVX

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Richard Bernstein

Portfolio Manager, Eaton Vance Richard Bernstein Equity Strategy Fund and Eaton Vance Richard Bernstein All Asset Strategy Fund

"It’s always important to remember that corporate fundamentals and not Washington, DC ultimately dictate the direction of the stock market. Expectations for Washington’s success might be too high, but the reality is that corporate fundamentals remain quite healthy."

Funds: ERBIX, EIRAX

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Kathleen Gaffney, CFA

Co-Director, Diversified Fixed Income

"The big question is how to generate return if there isn’t a lot of value in the broad bond market. In many cases, there isn’t enough spread to offset a rise in interest rates. Having flexibility to look outside the traditional fixed-income market is particularly important so we can go wherever we see the most value."

Funds: EVBIX, EIBAX

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Eaton Vance Advisor Top-of-Mind Index Methodology

ATOMIX is calculated based on the findings of a survey of 1,001 financial advisors from a diverse group of companies. Eaton Vance contracted with a third party to conduct the online survey from March 29, 2017–April 20, 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 1967and 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%.