September 18, 2020 EV Forward How Eaton Vance managers navigate today's markets Contents Central Bank Policy  Eric Stein, CFA Co-Director of Global Income .................................. 2 COVID-19 Update  Marshall L. Stocker, PhD, CFA Director of Country Research ................................... 3 Income Markets  Payson Swaffield, CFA Chief Income Investment Officer ............................ 5 Equity Markets  Edward J. Perkin, CFA Chief Equity Investment Officer .............................. 6 Responsible Investing  John Streur President, Chief Executive Officer Calvert Research and Management ....................... 7 Tax Plan Comparison  Eaton Vance ..................................................................... 8 Equities  Core Equities Matthew Hereford, CFA ............................................ 10  US Small Cap Michael D. McLean, CFA J. Griffith Noble, CFA ................................................... 11  International Equities Christopher M. Dyer, CFA Ian Kirwan, CFA ............................................................. 12 Income  Leveraged Credit Jeffrey D. Mueller Andrew Sveen, CFA ..................................................... 13  Municipal Bonds Cindy Clemson Craig R. Brandon, CFA Nisha Patel, CFA .......................................................... 14  Short Duration Government Income/ Agency MBS Andrew Szczurowski, CFA ........................................ 15 Summary  As the 2020 presidential election enters the final stretch, nearly 8 in 10 registered voters (79%) say the economy will be very important when they decide who to vote for, according to a poll conducted last month by the Pew Research Center. The impact of the election extends beyond economic concerns, however, to include potential changes to US tax policy and geopolitics. In this month’s issue, our senior leaders assess what the top issues of this year’s election might mean for investors.  Investment teams across Eaton Vance’s range of affiliate managers seek to actively capitalize on opportunities presented by volatile investor sentiment, while ensuring that the portfolio risk profile remains appropriate for the specific strategy.  Eaton Vance strategies are designed to seek fundamental value that helps build client wealth over the course of many business cycles. In our view, times like these underscore the value of active management. We believe in carefully assessing the dynamics of fluctuations driven by political change or other disruptions, and in taking action that best serves the long-term interests of our clients. 

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Eaton Vance - EV Forward 09-18-2020.pdf

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