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Excerpts from Webcast: How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. Election

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In this episode of the Perspectives podcast, sponsored by Eaton Vance and hosted on ThinkAdvisor, we’ll hear highlights from the October 21st presentation titled, How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. Election. 

Most investors understand and appreciate the value of bonds in their portfolios, but there is always room to revisit current allocations and explore more options. The current economic and financial conditions continue to affect the fixed-income arena, and they may keep shifting as we approach the U.S. elections and in light of the continuing pandemic.

The speakers in this event  Michael Wedekind, AVP, Senior Investment Analyst at Envestnet; David M. Blanchett, Head of Retirement Research at Morningstar Investment Management; Robert Jenkins, Global Head of Research at Refinitiv; Christopher Remington, Director of Fixed Income Product & Portfolio Strategy, Institutional Portfolio Manager at Eaton Vance Management; and Janet Levaux, Editor in Chief of ThinkAdvisor & Investment Advisor.

The full on-demand webcast can be found here:

Michael Wedekind | AVP, Senior Investment Analyst| Envestnet | PMC

Michael Wedekind is an investment analyst for Envestnet | PMC. In this role, he conducts quantitative and qualitative research on fixed income, real estate investment trusts (REITs), and commodity mutual fund and separate account managers. He joined the firm in 2015 and is a 2020 Level III candidate in the CFA Program.

David M. Blanchett, PhD, CFA, CFP® | Head of Retirement Research | Morningstar Investment Management LLC

David M. Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC. In this role, he helps develop and maintain methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment for Morningstar Investment Management LLC. Prior to joining Morningstar, he was the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company. He has published over 100 papers in a variety of industry and academic journals.

Robert Jenkins | Global Head of Research | Refinitiv

Bob Jenkins has over 25 years experience in Financial Services and consulting across firms such as Fidelity Investments and McKinsey & Company. Before assuming his current role as Global Head of Research for Refinitiv/Lipper he served as the President & CEO of Financial Research Corporation (FRC). Over his career he has held FINRA Series 4, 7, 8, 9/10, 24 and 63 General Securities licenses and has authored white papers on topics such as Retirement Investing, Investment Policy and Portfolio Manager Selection.

Christopher Remington | Director of Fixed Income Product & Portfolio Strategy, Institutional Portfolio Manager | Eaton Vance Management

Christopher Remington is a vice president of Eaton Vance Management, director of product and portfolio strategy and an institutional portfolio manager for Eaton Vance’s credit mandates. Chris is responsible for market research and analysis, advancing the firm’s managed strategies through thoughtful investment communications and insights on the credit markets. He joined Eaton Vance in 2008. His commentary has appeared in Financial Times, The Wall Street Journal and Bloomberg among other leading financial media outlets.