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Fixed-Income

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

Aug 21, 2019 Research Alliance Don’t Know Much About History—WisdomTree

The last two weeks in “bond land” have been extraordinary. Kevin Flanagan provides his perspective on the latest inverted yield curve hysteria through comparison of the last UST 2s/10s inversion from December 2005–June 2007 to the current episode.

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Aug 15, 2019 Research Alliance Investment-Grade Credit Report: An Impressive First Half—Osterweis

According to John Sheehan, accommodative Fed policy and favorable market technicals drove the investment grade credit market’s strong start to 2019.

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Aug 14, 2019 Research Alliance Pump It Up —WisdomTree

Kevin Flanagan advocates a time-tested fixed-income solution that does not require a “call” on where interest rates may be headed: the barbell strategy.

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Aug 12, 2019 Research Alliance Rethinking Your Income Strategy?—Thornburg

In an era of low interest rates, the right equity dividend strategy can provide the income and total return that investors seek.

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Aug 07, 2019 Research Alliance Eaton Vance Municipal Market Chart Book—Second 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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Aug 01, 2019 Research Alliance Eaton Vance Credit Markets Chart Book—Second Quarter 2019

Use deep data and impactful charts to help educate investors on this area of the market and provide updates on current conditions and performance.

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Jul 31, 2019 Research Alliance Takeaways for Floating-Rate Loans After the Fed Cut—Eaton Vance

Today's cut appears to be a pre-emptive "insurance"-type policy adjustment to stave off potential slowing for an economy on decidedly solid footing.

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Jul 24, 2019 Research Alliance Past Performance Is Not Indicative of Future Results —WisdomTree

Japanese Prime Minister Shinzō Abe and his ruling coalition won a very comfortable majority, but fell short of gaining the two-thirds supermajority required for fast-track constitutional reform in Sunday’s Upper House election. Jesper Koll outlines the key signposts and challenges immediately ahead for Japan.

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Jul 23, 2019 Research Alliance Eaton Vance Floating-Rate Chart Book—Second 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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Jul 18, 2019 Second Quarter 2019 Research Call Replay

Listen to a replay of our second quarter 2019 Litman Gregory research team webinar. Topics covered (among others): macroeconomic conditions, monetary policy, yield curve inversion, expected returns for U.S. and European stocks, alternatives, and fixed income positioning changes. The presentation slides are available at the bottom of the page under Resources.

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