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Asset Class Research

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

Feb 15, 2019 Research Alliance A Credit Overview of the Muni Market—Eaton Vance

Every year, Eaton Vance's municipal bond research team ranks all of the U.S. states on their creditworthiness in a report entitled State of the States.

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Feb 15, 2019 Research Alliance Highlights from the 2018 Baron Investment Conference—Baron Funds

View replays of conference presentations.

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Feb 14, 2019 Research Alliance ETFs or Separately Managed Accounts: Which Are Better?—Parametric

ETFs are much loved, but they may not be “the one” for every passive investor.

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Feb 14, 2019 Research Alliance Baron Funds Q4 2018 Letters

Read letters from CEO & CIO Ron Baron, President Linda Martinson, and all our portfolio managers.

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Feb 12, 2019 Research Alliance Artisan Developing World Q4 2018 Webcast Replay

Lewis Kaufman discusses where he is finding the most attractive opportunities.

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Feb 12, 2019 Research Alliance The January Effect and a Strong Start for Munis—Eaton Vance

Municipal bonds were the beneficiary of fourth quarter uncertainty as interest rates fell while investors sought safety.

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Feb 11, 2019 Research Alliance Artisan Partners International Value Q4 2018 Webcast Replay

David Samra discusses the current market environment and the portfolio's relative valuation.

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Feb 08, 2019 Research Alliance Manuel López Obrador: Fiscally Conservative Leftist?—OppenheimerFunds

We are cautiously optimistic in our outlook on Mexico as AMLO makes his mark.

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Feb 07, 2019 Research Alliance Capitulation, Thy Name Is Powell—OppenheimerFunds

The U.S. Federal Reserve faces reality and decides to pause on raising interest rates.

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Feb 07, 2019 Research Alliance A Distinct Approach to Global Investing—Baron Funds

In this piece, Alex Umansky, portfolio manager of Baron Global Advantage Fund, discusses how he finds “big ideas”—unique, competitively advantaged companies driving or benefiting from disruptive change—in global markets.

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