Bonds · Equities · Alternatives · Taxes
Overview
Join Eaton Vance portfolio managers for a midyear outlook and asset class review covering the four pillars of the BEATTM framework: Bonds, Equities, Alternatives, and Taxes.
The defining investment question for 2026 is not whether growth collapses—it is whether investors can adapt to a world in which nominal growth, inflation, and interest rates all settle structurally higher than they did over the last decade. We may be moving beyond the post-Global Financial Crisis era of chronically low nominal growth and into a more inflationary, more capital-intensive regime.
Against this backdrop, our speakers will explore how advisors and investors can best position portfolios across asset classes to generate income, manage risk, and capture opportunity in what is shaping up to be a late-cycle nominal growth market.
What We’ll Cover
- Bonds: In fixed income we will discuss outlook and opportunities across government, credit, and securitized sectors, ways to manage duration today, what the new Warsh Fed era may bring and how security selection continues to add value.
- Equities: Will powerful earnings continue to drive the market for the second half of 2026? We’ll examine why the market has transitioned from a macro-driven rally to an earnings-and-cash-flow market, whether AI and productivity gains can sustain the current cycle, and what the micro picture tells us that headline macro narratives miss.
- Alternatives: Private credit and private equity continue to offer uncorrelated return potential relative to traditional fixed income and equities. We’ll discuss where we see opportunity and how alternatives can complement a diversified portfolio.
- Taxes: With IPO activity expected to accelerate in the second half of 2026, concentrated stock positions are increasingly common in client portfolios. We’ll cover practical strategies for managing concentration risk and tax-efficiently repositioning holdings.
Key Themes
This webinar will address the questions we hear most from advisors and investors today:
- Are stocks too expensive—or is earnings quality justifying premium valuations?
- Where are the opportunities in private markets?
- Do bonds have the potential for positive return even with rate hikes?
- Why have fundamentals been so disconnected from macro sentiment—and what does that mean for the rest of 2026?
- How can investors manage concentrated equity positions heading into an active IPO environment?
Speakers
Jim Caron
Chief Investment Officer, Portfolio Solutions Group
Vishal Khanduja, CFA
Head of Broad Markets Fixed Income
Andrew Slimmon
Head of Applied Equity Advisors
Dennis McCabe
Head of Alternative Distribution
Brian Smith, CFP
Head of the Wealth Education Center
Chris Morahan, CFA
Institutional Portfolio Manager, Director of Equity Product and Portfolio Strategy