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

Mar 21, 2019 Research Alliance Video: Q&A with Carl Kaufman and Eddy Vataru—Osterweis Capital Management

In this short interview, Carl Kaufman, our Co-CEO, asks Eddy Vataru, lead portfolio manager of our Total Return Fund (OSTRX), to share his views about the investment-grade fixed-income market, including the significance of an inverted yield curve, the state of the BBB sector, and the likely direction of interest rates.

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Mar 21, 2019 Research Alliance Don’t Believe the Hype—Osterweis Capital Management

Conventional wisdom dictates that recessions occur every time the yield curve inverts, but in our view that is an oversimplification.

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Mar 21, 2019 Research Alliance Rerating the Judgment Factor Amid Smart Beta’s Derating—Thornburg

Turns out price matters for excess returns, and that what’s worked before doesn’t necessarily persist into the future. “Many factors aren’t real.”

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Mar 20, 2019 Research Alliance “March”ing Out Like a Lamb—WisdomTree

Is the Federal Reserve leaving March by “going out like a lamb?” Kevin Flanagan discusses the outcome of this week’s FOMC meeting.

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Mar 21, 2019 Research Alliance Infographic: 2018 Tax Refunds—Eaton Vance

Curious about the impact of the new tax bill on your clients’ refunds? Check out this infographic.

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Mar 20, 2019 Research Alliance Advisory Insights Winter 2019—Eaton Vance

Get the scoop on munis and more with our new Advisory Insights newsletter. Future editions and more insights will be published in late spring, summer and fall.

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Mar 19, 2019 Research Alliance Democratize Quant, India and the Oil Market—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz and Liqian Ren spoke with Wes Gray, CEO of Alpha Architect; Gaurav Sinha, Associate Director of Asset Allocation and Modern AlphaTM at WisdomTree; and Jay Hatfield, CEO of InfraCap.

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Mar 19, 2019 Research Alliance Worried about Volatility? Focus on Quality—Eaton Vance

The past 10 years made it easy to forget that stocks can be a volatile asset class. Learn how to best prepare for equity uncertainty with tips from our Atlanta Capital affiliate.

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Mar 18, 2019 Research Alliance Boosting Efficiency with Levered 60/40—WisdomTree

When most people think about leverage, they think about it through the lens of added risk. While that’s one view, Ben Tan explains how leverage can also act as a powerful tool for boosting the efficiency of portfolios, even during market volatility.

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Mar 15, 2019 Research Alliance Stocks That Rival Buffett’s Basket of Companies—WisdomTree

Jeremy Schwartz and Kara Marciscano make the case for our quality dividend growth strategy, with aggregate profitability that is comparable to Berkshire’s equity portfolio and a valuation below the S&P 500.

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