May 21, 01:00 PM - 02:00 PM (PT)
The BEAT™ provides a clear, data‑driven link between market events and portfolio implications. Join Eaton Vance and Morgan Stanley Investment Management’s Greg Waterman, CFA, for a timely discussion spanning equities, fixed income, alternatives, and taxes—highlighting today’s macro environment, policy dynamics, and asset allocation considerations relevant to client portfolios.
Topics:
- Capital Markets Snapshot: Key trends shaping the economic and market backdrop in 2026
- Asset Allocation & Portfolio Positioning: Tactical views across equities, fixed income, alternatives, and cash
- Policy & Macro Themes: U.S. policy volatility, tariff uncertainty, and evolving tax considerations
- Global Perspectives: Evaluating relative opportunities—including questions around European exceptionalism
- Volatility & Data Signals: Interpreting mixed economic signals and what they may mean for markets ahead
- Tax‑Aware Investing: Asset location and tax‑efficient portfolio considerations in today’s environment
Register Here
Featured Speaker
Greg Waterman, CFA Greg is an Executive Director in Morgan Stanley Investment Management’s Portfolio Solutions Group, where he focuses on macro and asset allocation research with an emphasis on U.S. equities. He brings 19 years of investment industry experience across research, portfolio strategy, and capital markets.