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

Apr 21, 2019 Research Alliance How to Manage Rising Volatility—WisdomTree

Experienced investors usually do not confuse lack of market volatility with stability. Markets are inherently volatile, which can lurk behind the prevailing calm. Gaurav Sinha discusses a strategy that seeks to provide total returns with lower volatility and higher diversification.

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Apr 20, 2019 ETFs for the Alternative Space?

We’ve looked at a few ETFs in the alternatives space, and there are a few problems: low investability, narrow focus, and poor performance.

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Apr 26, 2019 Research Alliance A New Paradigm for Stocks: Digital vs. Decline, Not Growth vs. Value—Osterweis Capital Management

As the influence of technology continues to increase, we believe investors need to reconsider the relevance of both the traditional style matrix and sector classifications.

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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 18, 2019 Research Alliance Osterweis Capital Management First Quarter 2019 Equity Outlook

The real truth is that the yield curve has a habit of inverting more often than the economy has of going into recession.

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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 18, 2019 Research Alliance Are There Cannabis Stocks in Your Portfolio? Here’s the Straight Dope—Parametric

As marijuana legalization expands and as investment grows in the industry, cannabis stocks’ footprint in the major equity indexes remains small. But that could change.

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Apr 18, 2019 First Quarter 2019 Research Call Replay

Listen to a replay of our first quarter 2019 Litman Gregory research team webinar. Topics covered (among others): the equity rebound, conditions in Europe, floating-rate loans, managed futures, and emerging-market bonds.

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Apr 17, 2019 Research Alliance The Fed vs. the ECB: Who Will Blink First?—WisdomTree

If bond investors have learned anything this year, it is that the “winds of change” can blow in dramatically different directions regarding monetary policy. Kevin Flanagan discusses how market sentiment has shifted from where we were only four months ago.

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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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