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Fixed-Income

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

Jun 05, 2019 Research Alliance Which Came First—the Chicken or the Egg?—WisdomTree

Last week, we heard a narrative regarding the movement in the stock and bond markets—specifically, that the decline in U.S. equities resulted from the drop in the U.S. Treasury 10-Year yield. Typically, the bond market reacts to developments in the stock market, not the other way around. Kevin Flanagan investigates a possible shift in the paradigm.

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May 29, 2019 Research Alliance Don’t “Fix”ate within Your Short Duration—WisdomTree

The current landscape for the fixed income arena can be defined by two key factors: the yield curve and household cash positions.

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May 21, 2019 Research Alliance “Curve”ology 101—WisdomTree

It’s time for your final in "Curve"ology 101. Does the UST 3-Month/10-Year curve signal an upcoming recession? Kevin Flanagan explains.

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May 16, 2019 Research Alliance "Game of Loans" Webcast Replay—Eaton Vance

Watch the replay of our recent floating-rate loans webinar.

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May 14, 2019 Research Alliance Separating Signal from Noise in Today's Loan Market Headlines—Eaton Vance

Loan fund investors have moved away from our asset class in recent months, despite a sound fundamental picture and a risk/return proposition that has drawn consistent and ongoing institutional buyership. Why?

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May 14, 2019 Research Alliance Smaller Muni SMAs Leave a Bad Taste in SALT-Seasoned Market—Thornburg

Big-ticket, ultra-short notes force muni SMAs with low minimums to buy longer-term paper at rich prices, likely giving clients more heartburn than total return.

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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 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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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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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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