For forward thinking investors.

At Eaton Vance, we focus on the future to help you stay ahead of the markets today.

We are a global asset management firm with a network of specialised investment teams engaged across asset classes, each with their own expertise and unique perspective. Our extensive research and focus on intelligent downside risk management serves professional investors with innovative strategies and services.

We have a long track record of helping professional investors prepare for market cycle complexities with a strategic, proactive approach. This progressive mindset helps professional investors position themselves for success in today’s fast-changing world.

Strategies

Fixed and floating rate income, equity and alternative strategies tailored for institutional clients

Funds

Equity fund solutions

Expert Insights

Category Tag:High Conviction Active

Artificial Intelligence from a Value Perspective: Enabling the Evolution of Compute Power
Article published on:April 24, 2024

KEY POINTS
1. AI opportunity expands beyond the growth darlings that were the immediate and primary beneficiaries over the past year.
2. Utilities experienced the largest historical relative underperformance to the broader market in 2023; in our view, the reward relative to risk is now quite compelling for a sector that is experiencing an inflection in fundamentals.
3. We believe renewables, such as solar and wind, combined with battery storage, will play an increasing role in behind-the-meter power solutions.
Picture of Aaron Dunn, CFA

Article published byAaron Dunn, CFA

Co-Head of Value Equity

Portfolio Manager

Eaton Vance Equity

Picture of Bradley Galko, CFA

Article published byBradley Galko, CFA

Co-Head of Value Equity

Portfolio Manager

Eaton Vance Equity