Bloomberg recently reported that consumer sentiment1 was down to a level not seen in almost a decade, as consumers are more concerned about "the economy's prospects, inflation and the recent surge in coronavirus cases." Sentiment had been steadily improving since March 2020, yet this latest measure erased those gains and was well below economist estimates.
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Advisory services offered by Eaton Vance Management, Parametric Portfolio Associates LLC and Calvert Research and Management, SEC-registered investment advisers and affiliates of Eaton Vance.
*Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. This information is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors.
Investing involves risk, including the risk of loss. There generally is limited public information about municipal issuers. As interest rates rise, the value of certain income investments is likely to decline. Investments in debt instruments may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer’s ability to make principal and interest payments. The value of equity securities is sensitive to stock market volatility. Investing primarily in responsible investments carries the risk that, under certain market conditions, a strategy may under-perform others that do not utilize a responsible investment strategy. In evaluating a company, the Advisor is dependent upon information and data that may be incomplete, inaccurate or unavailable, which could cause the Advisor to incorrectly assess a company’s ESG performance. Option Strategy Risk – The effectiveness of an option strategy depends on a general imbalance of natural buyers over natural sellers of index options. This imbalance could decrease or be eliminated, which could have an adverse effect on a client portfolio. Taxes - Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. Investing entails risks, and there can be no assurance that Eaton Vance (and its affiliates) will achieve profits or avoid incurring losses.