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Asset Class Research

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

Dec 12, 2018 Research Alliance Finding the True Emerging Markets Opportunity Set—Artisan Partners

Portfolio manager Maria Negrete-Gruson and her team discuss the MSCI EM index and how they approach identifying the true EM opportunity set.

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Dec 07, 2018 Research Alliance Did Christmas Come Early for Investors This Year?—OppenheimerFunds

Hopes that rate and trade policy issues have been resolved may be premature.

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Dec 07, 2018 Research Alliance China Pivots to Face an Imperfect Storm—Thornburg Investment Management

Even before the trade conflict arose, China's economy was slowing on a hangover from prior stimulus. But Beijing is now drawing from a new playbook to foment healthier growth.

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Dec 06, 2018 Research Alliance How Do Options Work? An Illustrated Guide—Parametric Portfolio Associates

You’ve heard of options, but what exactly are they? Puts and calls may seem complicated, but they don’t have to be intimidating. Here’s a plain-English explanation.

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Nov 29, 2018 Research Alliance Staying Ahead of Climate Risk in the Muni Market—Eaton Vance

As the frequency and damage of weather-related events continue to rise, we believe incorporating climate change into the credit-evaluation process for state and local issuers is important for muni investors.

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Nov 28, 2018 Research Alliance Ride Hailing in Emerging Markets Is More Than Transport—OppenheimerFunds

Geographic idiosyncrasies across Asia have fueled the ride-hailing industry and adjacent businesses.

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Nov 27, 2018 Research Alliance Megatrends Podcast Series—OppenheimerFunds

Welcome to Megatrends, a show that explores the investment opportunities beyond our borders.

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Nov 27, 2018 Research Alliance California Wildfires Rage, Muni Impacts Limited—Eaton Vance

Despite the massive economic losses generated by these natural disasters, according to Moody's, there have been no municipal defaults (by Moody's rated credits) directly related to natural disasters.

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Nov 26, 2018 Research Alliance Opinions Abound on Floating-Rate Loan Credit Health—Eaton Vance

Our longest-running fund will surpass its 30-year mark in 2019. Along the way, we've developed deep expertise in this asset class. Today we manage more than $45 billion in floating-rate corporate loan assets, for clients all around the globe and in every discernible delivery format.

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Nov 26, 2018 Research Alliance Don't Be Scared by the Death Cross in FANG Stocks—OppenheimerFunds

In our view, it’s difficult to make the case for an imminent economic collapse—and persistent defensive sector outperformance—when 60% of US industries are expanding. Rather, that’s a clear sign for investors to focus on cyclical sectors like tech as this aging business cycle continues.

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