Eaton Vance

Along with our distinct investment brands, we offer investors a broad array of investment strategies and wealth management solutions.

[Eaton Vance @EatonVance]

Coaching isn’t about control—it’s about clarity, discipline and decision‑making when pressure hits. Across professional sports and advisory teams, the principle holds true: A clear, consistent framework creates confident performers. https://t.co/c68kaAhCBO

[Eaton Vance @EatonVance]

Introducing the Eaton Vance Preferred Securities and Income ETF (EVPF). EVPF provides broad exposure to preferred and hybrid securities with an emphasis on after-tax income. Learn why EVPF may offer a compelling total return opportunity: https://t.co/y3iz1YoKNT

[Eaton Vance @EatonVance]

The Eaton Vance Short Duration Income ETF (EVSD) surpassed $1 billion in assets under management!

EVSD targets the most compelling short-duration opportunities across the fixed income landscape. It aims to deliver total return while maintaining a duration target of three years or less. Learn more: https://t.co/STQhCRNSu0

[Eaton Vance @EatonVance]

AI leaders continue to anchor the stock market rally — but can this momentum last? In a recent “Bull vs. Bear” debate, Eaton Vance’s equity teams examine whether AI investment will drive huge productivity gains or be constrained by structural limits. https://t.co/uwxMt7Ocpt

[Eaton Vance @EatonVance]

The current bull market now spans 36 months, but it’s relatively young by historical standards. In previous cycles, bull markets have run 67 months average since1949. Read more in The BEAT for a full review of the historical data https://t.co/c2sb88tE5Y

[Eaton Vance @EatonVance]

Explore our latest ETF, XAGG, the Eaton Vance Income Opportunities ETF. Structured to provide diversified fixed income exposure with a focus on “plus sectors” that may also offer opportunities for higher income potential. https://t.co/6zUjtjaKVQ

[Eaton Vance @EatonVance]

Ben Huneke shares the Tax Forward Investing Center, an education platform designed to help investment professionals navigate the complexities of tax-efficient investing. Visit our center and have the chance to earn CE credit with our courses: https://t.co/LYDLdrU6HD

[Eaton Vance @EatonVance]

The AI investment landscape is evolving from a focus on training large language models, towards inference. As AI's capability to interpret new data expands, revenue opportunities broaden - Curious about the details? Explore September’s edition of The BEAT. https://t.co/e0XZgB68hs

[Eaton Vance @EatonVance]

We’re excited to announce the newest addition to our ETF family: the Eaton Vance Mortgage Opportunities ETF (EVMO). Take advantage of the potential for attractive yield and competitive returns relative to core fixed income offerings with EVMO. Learn more: https://t.co/CtKk1pjH6U

[Eaton Vance @EatonVance]

Looking to limit downside exposure while maintaining the potential for upside gains? Discover how the Parametric Hedged Equity ETF (PHEQ) can fit into your investment strategy: https://t.co/ZNFg0TOi4f

[Eaton Vance @EatonVance]

When it comes to estate planning and legacy goals, it’s important to incorporate a thoughtful tax strategy. Our Tax Forward 365 Monthly Planner can help start the conversation: https://t.co/foVDae9EPu

[Eaton Vance @EatonVance]

Does foreign demand to own U.S. assets impact the performance of the USD? Yes, it has been supportive to the USD. Discover how in our latest The BEAT. https://t.co/f1zHsKsz8E

[Eaton Vance @EatonVance]

In the latest Coach’s Corner, David Richman sits down with Chief Investment Officer of the Portfolio Solutions Group, Jim Caron, to discuss The BEAT and how advisors can help clients remain focused during times of uncertainty. Read more: https://t.co/tROg6b0KjW

[Eaton Vance @EatonVance]

Reach for The BEAT when your clients need a picture of the markets. Get our comprehensive asset allocation outlook: https://t.co/SuBWHAySoF

[Eaton Vance @EatonVance]

Did your clients or prospects experience any unpleasant tax preparation surprises? Now’s the time to review their withholdings. Get help with our Tax Forward 365 Monthly Planner: https://t.co/NY5OgyKMrM

[Eaton Vance @EatonVance]

While finding common ground with new prospective clients can be valuable, it can also lead you astray. Learn how to avoid the “big dog effect” and make first encounters count in this week’s Coach’s Corner: https://t.co/snXr5I1hVZ

[Eaton Vance @EatonVance]

Taxes have been filed, but the conversation continues with advanced planning for next year. Read the new edition of Coach’s Corner to help your clients avoid tax-surprises: https://t.co/Egfz5XMMRk

[Eaton Vance @EatonVance]

Municipal credit quality remains strong, and the sector offers attractive taxable equivalent yields relative to other areas of fixed income. Learn more about how municipals can be an important part of your portfolio in The BEAT: https://t.co/GkPID9fLnJ

[Eaton Vance @EatonVance]

In this week’s Coach’s Corner, David Richman advises: “When turbulent markets disrupt clients' sense of financial security, the six C’s of client conversations can help you set a collaborative tone, fortify relationships and nurture client resilience.” https://t.co/8LuGExARXq

[Eaton Vance @EatonVance]

The Concentrated stock position calculator helps assess potential outcomes and tax implications of diversifying your holdings. Try it now to make informed investment decisions: https://t.co/BY0SAfwaXT