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

Oct 15, 2019 Research Alliance Eaton Vance Floating-Rate Loan Monitor—Q3 2019

Use deep market data and impactful charts to help educate clients on loan market conditions, performance and more.

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Oct 14, 2019 Research Alliance Value Stocks: Drawdown Mitigators or Aggravators?—WisdomTree

Jeff Weniger illustrates how our dividend-weighting approach has buffered past market declines.

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Oct 09, 2019 Research Alliance Clear and Present Danger? Not So Fast—WisdomTree

There are some economic numbers that imply there is no clear and present danger of a contraction.

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Oct 08, 2019 Research Alliance An Economic Update from Chicago Fed President Charles Evans—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz interviewed Chicago Federal Reserve President Charles Evans during his European trip with the Global Interdependence Center.

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Oct 07, 2019 Research Alliance A Multifactor Approach to Developed Equity Markets—WisdomTree

International equity markets have made headlines this year for all the wrong reasons with lackluster performance and looming uncertainty. Should investors acquiesce and hold on for the ride? Brian Manby and Alejandro Saltiel discuss our unique multifactor approach to investing in developed international equity markets.

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Oct 03, 2019 Research Alliance World’s Deepest Value Play with Growing Capital Returns—WisdomTree

If you’re looking for one of the world’s most depressed valuations with stocks positioned for a better global growth environment, we believe there are currently few places with multiples as attractive as Japan, says Jeremy Schwartz.

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Oct 03, 2019 Research Alliance Muni Bonds: Red Flags to Navigate—Thornburg

Risks are rising in the muni bond market.

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Oct 02, 2019 Research Alliance Drilling into Oil Market Investing after the Attack on Saudi Arabia—Thornburg

Longer-term investors should focus on an energy company’s structural advantages in terms of asset-base quality, operational efficiency and financial discipline, not the price of oil and gas.

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Oct 01, 2019 Research Alliance What’s Driving the Market Rotation from Growth to Value?—Thornburg

A rising Treasury yield amid better economic data, easing macro risk and a few more monetary injections may be spurring the rotation. Corroborating, so far, a “mid-cycle adjustment”?

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Oct 02, 2019 Research Alliance Emerging Markets Debt: Determinants of Sovereign Bond Quality and Returns—Eaton Vance

Learn the key drivers of sovereign bond quality and performance, along with the role economic policy plays.

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