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Quarterly Equity Outlook - October 2021

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The views expressed in these posts are those of the authors and are current only through the date stated. These views are subject to change at any time based upon market or other conditions, and Eaton Vance disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions for Eaton Vance are based on many factors, may not be relied upon as an indication of trading intent on behalf of any Eaton Vance fund. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness.

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By Edward J. Perkin, CFAChief Investment Officer, Equity, Eaton Vance Management

The global pandemic continues to impact supply chains, raising input and transport costs and putting pressure on prices in end markets. But we contend that there will be plenty of merchandise for holiday shoppers to buy.