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In-depth investment research and commentary from Litman Gregory and our Research Alliance

Aug 20, 2019 Research Alliance Will We Get Quantitative Easing for the Banks or for the People?—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz chatted with Samuel Rines, chief economist at Avalon Advisors, and Danielle DiMartino Booth, CEO of Quill Intelligence, about modern monetary theory, QE and interest rates.

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Aug 13, 2019 Research Alliance Calvert Responsible Index Series Reconstitution Report—Eaton Vance

The Calvert Responsible Index Series includes five indexes that offer exposure to companies in various parts of the capital markets that meet the Calvert Principles for Responsible Investment. This update summarizes the key adjustments to the index methodologies made at the June 2019 reconstitution and the largest changes to each of the five indexes between June 2018 and June 2019.

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Jul 02, 2019 Research Alliance Eaton Vance Quarterly Equity Outlook—Second Quarter 2019

A potential Fed rate cut combined with any sign of improvement in the outlook for the global economy, including an easing of trade tensions, will likely be sufficient catalysts to steepen the yield curve.

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Jul 01, 2019 Research Alliance Evaluating the Glass Ceiling—Eaton Vance

The investment case for advancing gender equality in corporations is strong and clear. Is the business case for corporations to support more diverse and inclusive workforces, from the boardroom to the front line, the same? Read this new report from Calvert Research and Management.

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Jul 15, 2019 Research Alliance Opportunity Knocks: How Advisers Can Capitalize on Growing ESG Interest—Eaton Vance

Perhaps the top finding in the third annual Calvert/InvestmentNews Research study on socially conscious investing is that the market for ESG investors is still up for grabs. Ready to earn your share?

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Aug 09, 2019 Research Alliance Proxy-Voting Trends and Investor Impact—Eaton Vance

How are investors using their proxy vote to exert influence on companies today? See the latest Advisory Blog post from Calvert’s Shirley Peoples.

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Jul 30, 2019 Research Alliance How to Reduce Beta with a Multifactor Approach—WisdomTree

After 24 months of live performance, the WisdomTree U.S. Multifactor Fund has met the objectives that were set out when it was launched.

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Jul 31, 2019 Research Alliance Like a Good Neighbor, the Fed Is There—WisdomTree

The Fed has done what was widely expected−it cut the federal funds target range by a quarter-point. And while you could say the Fed is back in data-dependent mode, it appears as if monetary policy is still leaning toward another rate cut this year. Kevin Flanagan discusses.

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Aug 08, 2019 Research Alliance Why Investment Taxes Are Such a Drag—Parametric

What’s the value of tax-managed investing? A look at what causes tax drag and why choosing the right investment vehicle is so important.

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Aug 02, 2019 Research Alliance Rosie’s Prognosis? Not Rosy—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz and Jeff Weniger spoke with Dave Rosenberg, chief economist and strategist at Gluskin Sheff. The conversation focused on global markets.

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