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

Aug 21, 2019 Research Alliance Don’t Know Much About History—WisdomTree

The last two weeks in “bond land” have been extraordinary. Kevin Flanagan provides his perspective on the latest inverted yield curve hysteria through comparison of the last UST 2s/10s inversion from December 2005–June 2007 to the current episode.

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Aug 22, 2019 Managed Futures Performing Well in 2019

Managed futures have been performing well this year. The primary explanation of what’s driving performance this year is being long rates/fixed-income.

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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 19, 2019 Research Alliance BBH Core Select and BBH Global Core Select Q2 2019 Call Replay

The Q2 2019 BBH Core Select and BBH Global Core Select Quarterly Conference call recording will be available until August 30, 2019.

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Aug 19, 2019 Research Alliance Do(n’t) Discount Dividend Payers—WisdomTree

Valuing companies based on dividends is well-documented and understood. In practice, though, this theory has been stressed over the last decade. Matt Wagner illustrates the impact on fundamentals from an approach that combines dividends and profitability.

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Aug 15, 2019 Research Alliance Investment-Grade Credit Report: An Impressive First Half—Osterweis

According to John Sheehan, accommodative Fed policy and favorable market technicals drove the investment grade credit market’s strong start to 2019.

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Aug 16, 2019 Research Alliance Convertible Bonds: An Underappreciated Source of Alpha—Osterweis

Although most investors ignore the opportunities presented by these flexible fixed income securities, they are an integral component of our strategy.

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Aug 19, 2019 Research Alliance Catching the Wave: Why Secular Growth Matters—Osterweis Capital Management

In our view, the specific market dynamics that influence a company's sales growth prospects have a greater impact on equity returns than the overall direction of the economy.

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Aug 16, 2019 Research Alliance Why Active Management—Baron Funds

President and COO Linda Martinson discusses the benefits of active management in an era where passive investing is gaining traction in her latest Baron Perspective piece, “Why Active Management.”

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Aug 15, 2019 Research Alliance Baron Funds "International & EM Equities Update Call with Michael Kass" Replay

Michael Kass, portfolio manager of Baron International Growth Fund and Baron Emerging Markets Fund, hosted a call to discuss emerging market and international equities. The replay is now available.

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