HOME     Research


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

Jul 02, 2019 Research Alliance Eaton Vance Quarterly Equity Outlook—Second Quarter 2019

A potential Fed rate cut combined with any sign of improvement in the outlook for the global economy, including an easing of trade tensions, will likely be sufficient catalysts to steepen the yield curve.

Read more
Jul 01, 2019 Research Alliance Evaluating the Glass Ceiling—Eaton Vance

The investment case for advancing gender equality in corporations is strong and clear. Is the business case for corporations to support more diverse and inclusive workforces, from the boardroom to the front line, the same? Read this new report from Calvert Research and Management.

Read more
Jul 09, 2019 Research Alliance For Munis, Understanding Premium Bonds is More Important Now Than Ever—Eaton Vance

Why do premium munis exist (and how do they affect value)? See the latest Advisory Blog post from Christopher Harshman, CFA.

Read more
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.

Read more
Jul 15, 2019 Research Alliance Opportunity Knocks: How Advisers Can Capitalize on Growing ESG Interest—Eaton Vance

Perhaps the top finding in the third annual Calvert/InvestmentNews Research study on socially conscious investing is that the market for ESG investors is still up for grabs. Ready to earn your share?

Read more
Jul 22, 2019 Research Alliance Investor Caution in Order as U.S. Economy, Markets Climb Higher—Eaton Vance

Even after a decade of relative tailwinds for the U.S. economy, the existence of roughly $13 trillion in debt securities with negative yields suggests more challenging times may lie ahead.

Read more
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.

Read more
Aug 05, 2019 Research Alliance The Benefits High-Quality Stocks Can Add to Portfolios—Eaton Vance

The strong markets over the past 10 years have been led by lower-quality companies.

Read more
Aug 09, 2019 Research Alliance Proxy-Voting Trends and Investor Impact—Eaton Vance

How are investors using their proxy vote to exert influence on companies today? See the latest Advisory Blog post from Calvert’s Shirley Peoples.

Read more
Jul 29, 2019 Research Alliance WisdomTree’s European Barbell Strategy—WisdomTree

Jeremy Schwartz discusses a barbell approach for exposure to Europe for a more bullish view.

Read more


Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.