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Fixed-Income

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

Apr 25, 2019 Research Alliance Eaton Vance Municipal Market Chart Book—First Quarter 2019

Get a comprehensive, at-a-glance review of the fundamental, technical, and structural market metrics driving today’s municipal bond market.

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Apr 23, 2019 Research Alliance Can I Get a Refund?—WisdomTree

With another April 15 tax date come and gone, Kevin Flanagan asks: How did individual filers make out for the 2019 season versus a year ago?

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Apr 22, 2019 Research Alliance SALT in the Wounds Supports Record Muni Inflows—Eaton Vance

The focus in the muni market turns now to taxes, with many high tax bracket investors feeling the impact of the state and local tax (SALT) deduction cap. How has the SALT cap impacted muni demand in high-tax states? See the latest Advisory Blog post from Nisha Patel, CFA.

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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 19, 2019 Research Alliance What Do You Mean I'm Out of Money?—Osterweis Capital Management

While it is difficult to accurately forecast the timing of the next recession, we believe that growth will remain slow but positive.

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Apr 19, 2019 Research Alliance It's Our Turn—Osterweis Capital Management Total Return Market Outlook

Looking forward, we are loath to invest in the belly of the yield curve—specifically maturities between three and seven years.

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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 10, 2019 Research Alliance Putting the Cart before the Horse—WisdomTree

It’s all about the data, with the jobs report being front and center. But what happens when the data doesn’t fit into the Treasury market’s narrative? Kevin Flanagan discusses.

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Apr 03, 2019 Research Alliance Did the Fed Cut Rates without Telling Anyone?—WisdomTree

After the March Fed meeting, no more rate hikes appeared to be in the offing for 2019, so naturally, the only place to go from there would be rate cuts. Kevin Flanagan analyzes the Treasury yields that look more like the Fed already cut rates but forgot to tell anyone.

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Apr 02, 2019 Research Alliance ECB’s Business Analyst on the Euro, Negative Rates and the Inverted Yield Curve—WisdomTree

Jeremy Schwartz and Wharton Professor Jeremy Siegel speak with Dr. Diego Rodriguez-Palenzuela.

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