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

Oct 25, 2019 Research Alliance Core Funds Are "Shifting Over"—WisdomTree

In baseball, some may be familiar with the “shifting over” strategy. Jeff Weniger uses the analogy for growth and value investors.

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Oct 25, 2019 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Q3 2019 Advisor Webinar—REPLAY

If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.

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Oct 25, 2019 Research Alliance Osterweis Strategic Income Fund Q3 2019 Advisor Teleconference—REPLAY

If you missed the Osterweis Strategic Income Fund quarterly update teleconference, you can listen to the replay.

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Oct 24, 2019 Research Alliance The Importance of Technical Analysis in Building a Portfolio—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, the conversation focused on two fairly different techniques to build portfolios.

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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 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 24, 2019 Research Alliance High Loan Yields Signal a Buying Opportunity (Part Three)—Eaton Vance

EVM‘s Andrew Sveen and Chris Remington reveal a decisive advantage of active (over passive) funds in a late-cycle economy.

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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 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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