Join Eaton Vance for the BEATTM quarterly update and outlook on bonds, equities, alternatives and taxes. The BEATTM webinar is designed to give advisors a clear, actionable view of what’s ahead—and where we see opportunities across asset classes. In this quarter’s BEATTM webinar we’re discussing When does an inflation shock turn into a growth scare? How do markets distinguish between short-term price shocks and longer-term valuation risks?
Equities: There is certainty in the uncertainty in equity markets given the Iran War, AI disruption and with mid-term elections circling. Periods when the market is focused on macro-issues, such as now, tend to create intriguing stock specific opportunities especially companies with stronger fundamentals.
Bonds: We’ll examine how Middle East dynamics are affecting emerging markets debt, including short-term and intermediate-term implications as well as opportunities and risks.
Alternatives: We’ll discuss the landscape in private markets, the opportunities and the mechanics of evergreen private equity funds.
Taxes: Market volatility can create opportunities for tax-loss harvesting. Gains, losses, and basis adjustments shape tax outcomes—and can reveal where tax friction exists and where planning opportunities may be available.
Featured Speakers
- Jim Caron, Chief Investment Officer of the Portfolio Solutions Group
- Brad Godfrey, CFA, Co-Head of Emerging Markets
- Neha Champaneria Markle, Head of Morgan Stanley Private Equity Solutions
- Chris Morahan, CFA Institutional Portfolio Manager, Director of Equity Product and Portfolio Strategy
- Andrew Slimmon, Head of Applied Equity Advisors
- Brian Smith, CFP, Head of the Wealth Education Center