WEBCASTS
The state of the states: munis, tax policy, and positioning in an uncertain environment
As states see slowing revenue growth and face uncertainty around the expiration of the Tax Cuts and Jobs Act, active managers are uniquely positioned to thread the needle in the municipal bond space.
Join the experts at Eaton Vance to learn all about an active approach to the muni space.
SUMMARY
Topics covered will include:
- An overview of how active management can be a difference maker in the municipal bonds space
- An exploration of the rumors regarding the elimination of the municipal tax exemption. Is there a truly a threat and what do investors need to know?
- An overview of interest rate volatility and why it empowers active managers
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
Craig Brandon, CFA
Managing DirectorEaton Vance
Bill Delahunty, CFA
Managing DirectorEaton Vance
Mike Sullivan, CFA
Managing DirectorEaton Vance
Kirsten Chang
Senior Industry AnalystVettaFi
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Important Disclosures
These views may not be relied on as investment advice. The discussion herein is general in nature and is provided for informational purposes only.
The views and opinions are those of the presenter as of the date of publication and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively the “Firm”), and may not be reflected in all the strategies and products that the Firm offers.
Investing entails risks and there can be no assurance that Eaton Vance, or affiliates, will achieve profits or avoid incurring losses.
Before investing, prospective investors should consider carefully the investment objective(s), risks, and charges and expenses. Read the prospectus carefully before you invest or send money. To obtain an exchange-traded fund (ETF) prospectus or summary prospectus, download a copy here.
Morgan Stanley Investment Management Inc. is the adviser to the Eaton Vance ETFs. Eaton Vance is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. Morgan Stanley Investment Management is the asset management division of Morgan Stanley.
Eaton Vance ETFs are distributed by Foreside Fund Services, LLC.
NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT