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

Apr 19, 2019 Research Alliance Eaton Vance Municipal Bond Market Insight—April 2019

It was quite a quarter for all markets performance-wise. The focus in the municipal bond market turns now to taxes. With many high tax bracket investors feeling the impact of the state and local tax deduction cap, will inflows remain strong? Get the latest insights from the Eaton Vance TABS team.

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Apr 18, 2019 Research Alliance March Jobs Report is a Goldilocks Number for the Fed—Eaton Vance

U.S. payroll growth returned to form in March with the economy adding 196k jobs, a bit above the 177k consensus. As far as the Fed goes, this is a perfect Goldilocks number—not too hot and not too cold.

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Apr 17, 2019 Research Alliance Eaton Vance Floating-Rate Chart Book—First Quarter 2019

Use deep market data and impactful charts to help educate investors on this distinctive asset class, provide updates on current loan market conditions and performance, explain the potential role of a floating-rate loan allocation within their portfolios and learn why we’re a loan market leader.

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Apr 18, 2019 Research Alliance ESG in Emerging Markets—Artisan Partners

Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson discusses her team's differentiated perspective on identifying ESG opportunities in emerging economies.

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Apr 17, 2019 Research Alliance A Forward-Looking Approach to Sustainability—Artisan Partners

Portfolio Manager Maria Negrete-Gruson explains how the sustainability of a company's earnings goes hand-in-hand with its ESG factors.

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Apr 16, 2019 Research Alliance Country-Specific Risk in Emerging Markets—Artisan Partners

Nicolas Rodriguez-Brizuela and Meagan Nace, analysts on the Artisan Partners Sustainable Emerging Markets Team, discuss the team's approach to evaluating country-specific risk factors across emerging markets.

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Apr 16, 2019 Research Alliance Global Markets and a New Way of Financial Planning—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz were joined by Steve Cordasco, CEO of Cordasco Financial Network, and Srinivas Thiruvadanthai, director of research for the Jerome Levy Forecasting Center.

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Apr 15, 2019 Research Alliance Emerging Markets Procrastinators—WidomTree

There is a chance that, come this autumn, many fund managers will have zero exposure to the eighth-largest country in the MSCI Emerging Markets Index. What country is it?

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Apr 09, 2019 Research Alliance Goldilocks Economy and the Future of Advice—WisdomTree

On last week’s “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz were joined by Timothy Duy, economics professor at the University of Oregon and Josh Brown, CEO of Ritholtz Wealth Management.

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Apr 12, 2019 Research Alliance How Severe Will the Next Recession Be?—Guggenheim Investments

In this update to our recession outlook, we explore signs that the next recession will not be as severe as the last one, but it could be more prolonged than usual because policymakers at home and abroad have limited tools to fight the downturn.

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