VIRTUAL EVENTS

Investing Beyond the Agg

Investors are facing a host of challenges. Inflation, interest rates, and tariffs are reshaping the global economy. Finding a flexible, actively managed global fixed income strategy could be critical for investors looking to find opportunity in today’s environment.

Join the experts at Eaton Vance for an educational webcast exploring the overall macro picture and why an active approach to global fixed income that goes beyond the Agg could diversify portfolios and drive results.

November 14, 2025

10 AM PT | 1 PM ET

1 CE Credit

SUMMARY

Topics covered will include:

An overview of the sectors and regions that are compensating investors and how to avoid areas that aren’t.
Why fundamental and valuation analysis is more critical in today’s environment than technicals and momentum for intermediate and long-term investment horizons.
An overview of a flexible, actively managed strategy that looks beyond the Agg to diversify your fixed income portfolio.

This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Andrew Szczurowski, CFA

Co-head of Mortgage and Securitized team
Eaton Vance

Justin Bourgette, CFA

Portfolio Manager
Eaton Vance

Brian Shaw, CFA

Portfolio Manager
Eaton Vance

Chip Driscoll, CFA

Institutional Portfolio Manager
Eaton Vance

Roxanna Islam, CFA, CAIA

Head of Sector & Industry Research
VettaFi

Disclaimer
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Important Disclosures

Investment Professional Use Only. Not To Be Used With the Public.

The Bloomberg U.S. Aggregate Bond Index (the Agg) is an unmanaged index of domestic investment-grade bonds, including corporate, government and mortgage-backed securities. It is not possible to invest directly in an index.

The views and opinions and/or analysis expressed are those of the author or the investment team as of the date of preparation of this material and are subject to change at any time without notice due to market or economic conditions and may not necessarily come to pass. Furthermore, the views will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstances existing, or changes occurring, after the date of publication.

Important Risks and ETF Information

Risk Considerations: Diversification does not eliminate the risk of loss. There is no assurance that a portfolio will achieve its investment objective. Portfolios are subject to market risk, which is the possibility that the market values of securities owned by the portfolio will decline. Market values can change daily due to economic and other events (e.g. natural disasters, health crises, terrorism, conflicts and social unrest) that affect markets, countries, companies or governments. It is difficult to predict the timing, duration, and potential adverse effects (e.g. portfolio liquidity) of events. Accordingly, you can lose money investing in this portfolio. Please be aware that these portfolios may be subject to certain additional risks. Fixed-income securities are subject to the ability of an issuer to make timely principal and interest payments (credit risk), changes in interest rates (interest-rate risk), the creditworthiness of the issuer and general market liquidity (market risk). In a rising interest-rate environment, bond prices may fall and may result in periods of volatility and increased portfolio redemptions. In a declining interest-rate environment, the portfolio may generate less income. Mortgage and asset-backed securities are sensitive to early prepayment risk and a higher risk of default and may be hard to value and difficult to sell (liquidity risk). They are also subject to credit, market and interest rate risks. Investments in foreign markets entail special risks such as currency, political, economic, market and liquidity risks. In emerging countries, these risks may be more significant. See applicable prospectus for details on risks.

Before investing, prospective investors should consider carefully the investment objective(s),risks, and charges and expenses. Prospective investors should read the prospectus carefully before they invest or send money. To obtain an exchange-traded fund (ETF) prospectus or summary prospectus, download a copy here.

NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT

Eaton Vance is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. Morgan Stanley Investment Management Inc. is the investment adviser Eaton Vance ETFs are distributed by Foreside Fund Services, LLC.

4917256 Exp 10.28.26