Eaton Vance “The BEAT” covers Bonds, Equities, Alternatives, and Taxes. The BEAT quarterly webinar is designed to deliver expert investment insights and top asset allocation strategies. The series combines macro perspectives with practical portfolio considerations.
The third quarter of 2025 was marked by sturdy albeit softer growth, sticky and low inflation. There were stimulative impulses on both sides of the fiscal and monetary divide, expectations of continued AI productivity gains – and generally upward moving markets. Against this backdrop the employment picture weakened, and the Fed countered with a resumption of its rate-cutting regime. What’s next?
In this webcast, Eaton Vance will surveil implications for the macro picture and dissect both opportunities and risks that may lie ahead for public and private markets alike. Discussion will include regional and sectoral areas of focus within global equities, and top ideas for clients focused on investment-grade and higher yielding fixed income, as well as private market opportunities. Expect to hear about real estate and renewables infrastructure as a spotlight. Finally, Eaton Vance will share some of its “tax-smart” investment ideas, with the passage of the One Big Beautiful Bill Act providing tax-saving opportunities that can be pursued now, ahead of year end.
WEBCAST – 3Q25 Eaton Vance’s The BEAT Quarterly Webinar
Date: October 14, 2025 • 12:00 PM ET
Join our investment experts to review the past quarter’s key investment themes. We’ll discuss our outlook for the quarter ahead and ideas to help prepare portfolios.
Featured Speakers:
- Jim Caron: Managing Director, Chief Investment Officer of the Portfolio Solutions Group
- Andrew Slimmon: Managing Director, Head of Applied Equity Advisors Team
- Christopher Remington: Managing Director, Product & Portfolio Strategy
- Brian Smith: Co-Head of the Wealth Strategies Group
- Andrew Szczurowski, CFA: Co-Head of Mortgage and Securitized
- Steve Turner: Head of Investment Selection for the Portfolio Solutions Group
Accepted for 1 CFP/ IWI / CFA CE Credit
About Eaton Vance
Eaton Vance is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. With a history dating back over 90 years, Eaton Vance offers a diverse suite of actively managed strategies across equity, fixed income, multi-asset, and responsible investing disciplines. The firm is committed to delivering differentiated investment solutions, deep expertise, and personalized support to financial professionals and institutions worldwide.