Reactions from Eaton Vance investment professionals

Edward J. Perkin, CFA

Chief Equity Investment Officer

"Tax reform is still the big, looming catalyst for the market. The rally sparked by the promise of tax reform is somewhat misleading as not all companies will be winners. Active fundamental analysis of industries and companies will be key. We believe investors should look to the telecom sector, energy services sector, and small and midsized industrials sector for potential wins."

Funds: EIFVX, EILVX, EITVX

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Richard Bernstein

CEO and CIO, Richard Bernstein Advisors, LLC

"Strong equity runs typically prompt investors to buy stocks, but investors remain very hesitant to dive into equity markets. Instead of concentrating on political uncertainty and geopolitical events, investors should focus on strong fundamentals. Ultimately, it’s fundamentals, not politics that drive the market."

Funds: ERBIX, EIRAX

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Kathleen Gaffney, CFA

Co-Director, Diversified Fixed Income

"Though the fixed income markets experienced a rally in recent months, it is going to become increasingly difficult to generate return. Flexibility to move outside of traditional fixed-income sectors as spreads continue to tighten will be pivotal for fixed income investors. We believe looking overseas to emerging markets with strong fundamentals will produce more value for investors than markets in developed nations."

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 1,000 financial advisors from a diverse group of companies. Eaton Vance contracted with a third party to conduct the online survey from September 25, 2017 – October 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 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%.