HOME     Research

Research

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

Apr 18, 2019 Research Alliance March Jobs Report is a Goldilocks Number for the Fed—Eaton Vance

U.S. payroll growth returned to form in March with the economy adding 196k jobs, a bit above the 177k consensus. As far as the Fed goes, this is a perfect Goldilocks number—not too hot and not too cold.

Read more
Apr 18, 2019 Research Alliance ESG in Emerging Markets—Artisan Partners

Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson discusses her team's differentiated perspective on identifying ESG opportunities in emerging economies.

Read more
Apr 17, 2019 Research Alliance A Forward-Looking Approach to Sustainability—Artisan Partners

Portfolio Manager Maria Negrete-Gruson explains how the sustainability of a company's earnings goes hand-in-hand with its ESG factors.

Read more
Apr 03, 2019 Research Alliance On My Senate Testimony—Eaton Vance

John Streur, Calvert president and CEO, recently testified before the Senate Committee on Banking, Housing, and Urban Affairs in support of mandated ESG disclosures for publicly held securities and current proxy-voting criteria. See John’s latest Advisory Blog post for a recap and link to his full testimony.

Read more
Apr 03, 2019 Research Alliance The Fed’s "Financial Conditions" Conundrum—Thornburg Investment Management

Just because the market is celebrating the Fed’s policy u-turn doesn’t mean volatility is a thing of the past. Disconnects between fundamentals and assets prices don’t make for market stability.

Read more
Apr 12, 2019 Research Alliance What Sustainability Means to Us—Artisan Partners

For us, sustainability is about the future and implies success over time.

Read more
Apr 11, 2019 Research Alliance Faith-Based Investing—Parametric Portfolio Associates

Whether you approach investing with a faith-based lens or not, your long-term goals are likely not all that different. Here’s why.

Read more
Apr 03, 2019 Research Alliance Did the Fed Cut Rates without Telling Anyone?—WisdomTree

After the March Fed meeting, no more rate hikes appeared to be in the offing for 2019, so naturally, the only place to go from there would be rate cuts. Kevin Flanagan analyzes the Treasury yields that look more like the Fed already cut rates but forgot to tell anyone.

Read more
Mar 28, 2019 Research Alliance Brexit, Tariffs, and Their Effect on Equity Markets—Parametric Portfolio Associates

As the Brexit debate roils Britain and the EU, what does trade uncertainty portend for global growth—and for the longest bull market in history?

Read more
Mar 27, 2019 Research Alliance The New Plastics Economy: Tackling Ocean Pollution—Eaton Vance

Our oceans are under attack from the approximately 9 million tons of plastic discarded in seas annually. With this reality comes the need for innovative business solutions from companies working to address major environmental issues.

Read more

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.