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Asset Class Research

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

Oct 23, 2019 Research Alliance Mirror, Mirror: The Inverse Relationship Between Commodities and the U.S. Dollar—Parametric

Prices of commodities and the U.S. dollar are strongly linked. But is this also true at the individual commodity level?

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Oct 23, 2019 Research Alliance Eaton Vance Corporate Bond Market Update—September 2019

EVM’s Thomas Luster reviews recent market activity, issuance and fundamentals, and provides three key takeaways moving forward.

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Oct 22, 2019 Research Alliance Eaton Vance Municipal Bond Market Monitor—Third Quarter 2019

Inside you’ll find our quarterly recap and market outlook, along with updates on flows, fundamentals, yields, tax rates, and more.

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Oct 22, 2019 Research Alliance Will Today’s EM Speed by Advisors?—Thornburg Investment Management

EM allocation is no longer just a “nice to have.”

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Oct 22, 2019 Research Alliance Can Europe’s Dismal Decade Turn Around?—WisdomTree

There is a popular belief that the failure of European markets to keep pace with the U.S. over the past decade is caused by overweight positions to banks.

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Oct 21, 2019 Research Alliance Choosing a Custom SMA Provider? What to Expect When You’re Investing—Parametric

Growing interest in customized separately managed accounts means new SMA providers are popping up to meet demand. But not all SMA providers are created equal.

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Oct 21, 2019 Research Alliance The U.S. Stock Market’s Moment(um) of Truth—WisdomTree

Jeff Weniger analyzes sector exposure to determine whether the value trend could continue.

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Oct 18, 2019 Research Alliance Accept No Substitutes—Parametric Portfolio Associates

The intuitively appealing substitution of natural resource stocks for a futures-based commodity exposure offers a less effective solution for both inflation protection and diversification.

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Oct 18, 2019 Research Alliance What Happens When You Dynamically Hedge Currency in an International Portfolio—WisdomTree

Alejandro Saltiel discusses why a dynamic approach to managing currency risk can be a significant source of value.

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Oct 17, 2019 Research Alliance Don’t Give Up the Yacht: Finding Income in a Low-Rate World—Thornburg

Three questions and answers about retirement income in a low-rate world.

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