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

May 09, 2019 Research Alliance “Barbell”ing Can Get the Job Done—WisdomTree

Kevin Flanagan offers fixed income investors a strategic solution designed to help navigate the choppy waters that could potentially loom ahead without making a “high-conviction bet” on where rates are headed.

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May 07, 2019 Research Alliance Eaton Vance Monthly Market Monitor—May 2019

Our unrivaled Monthly Market Monitor provides a concise review of economic and asset class data through clear, impactful charts and views. Use it to guide your investing discussions and gain greater understanding of the global financial markets.

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May 07, 2019 Research Alliance U.S.-Japan Trade Deal Could Trigger a Rally—WisdomTree

President Trump’s upcoming visit to Japan at the end of the month is very likely to bring a successful resolution of a U.S.-Japan bilateral trade agreement. If we get similar positive news from the U.S.-China trade front, Japan in general and exporters in particular are likely to outperform. Jesper Koll elaborates.

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May 06, 2019 Research Alliance How to Access China in 2019—WisdomTree

This was expected to be the year of the global economic slowdown. But the year-to-date synchronized rally in global equities has stolen the spotlight. So far, Chinese equities have been the star. Kara Marciscano discusses our strategy for investing in China today.

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May 02, 2019 Research Alliance U.S.-China Trade: When vs. What—WisdomTree

We believe a formal U.S.-China trade agreement is likely to be signed before the G20 meeting in June. In response, investors may want to have a plan in place, as China is simply too large an opportunity to ignore in global portfolios. Brian Manby lists three factors to consider when investing in Chinese equities.

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May 01, 2019 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Q1 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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May 01, 2019 Research Alliance Osterweis Strategic Income Fund Q1 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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May 02, 2019 Research Alliance Economic Insight: Outlook for the Rest of 2019—Eaton Vance

Recent data suggest that the U.S. economy lost some of its positive momentum in Q1. However, we expect the economy to strengthen in Q2 and remain on solid ground throughout the rest of 2019. Time to be cautious? See the latest Impact Blog post from Calvert’s Vishal Khanduja and Brian Ellis.

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Apr 30, 2019 Research Alliance Generational Lows in Euro Volatility—WisdomTree

It seems like the euro was pinned between $1.12 and $1.15 for ages. But it is reacting adversely to near-term risks. Jeff Weniger explains why drivers like crude oil prices could bring volatility back to the currency.

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Apr 30, 2019 Research Alliance Eaton Vance Emerging Markets Debt Chart Book—First Quarter 2019

Inside you’ll find a Q1 recap and Q2 outlook, a wealth of current fundamental, technical and structural metrics, asset allocation analysis and a linkable list of related Advisory Blog posts.

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