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Investment Outlook

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

Aug 20, 2019 Research Alliance Will We Get Quantitative Easing for the Banks or for the People?—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz chatted with Samuel Rines, chief economist at Avalon Advisors, and Danielle DiMartino Booth, CEO of Quill Intelligence, about modern monetary theory, QE and interest rates.

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Aug 09, 2019 Research Alliance Investing in the Future: iShares Megatrend ETFs—BlackRock

BlackRock megatrend products are developed and managed to offer exposure investability, evolution.

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Aug 02, 2019 Research Alliance Rosie’s Prognosis? Not Rosy—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz and Jeff Weniger spoke with Dave Rosenberg, chief economist and strategist at Gluskin Sheff. The conversation focused on global markets.

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Jul 31, 2019 Research Alliance Like a Good Neighbor, the Fed Is There—WisdomTree

The Fed has done what was widely expected−it cut the federal funds target range by a quarter-point. And while you could say the Fed is back in data-dependent mode, it appears as if monetary policy is still leaning toward another rate cut this year. Kevin Flanagan discusses.

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Jul 31, 2019 Research Alliance BlackRock Global Investment Outlook—Midyear 2019

The key change in our outlook is that we now see trade and geopolitical frictions as the principal driver of the global economy and markets.

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Jul 10, 2019 Research Alliance BlackRock Advisor Insights Guide—Summer 2019

This quarterly report contains unique data and insights on 12,697 models provided by advisors from throughout the industry over the past 12 months. Every model has been analyzed on our Aladdin risk management platform.

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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.

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Jun 04, 2019 Research Alliance A Systematic Approach to Differentiation—Artisan Partners

Thematic team portfolio manager Chris Smith describes key aspects of his approach to identifying differentiation.

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Jun 04, 2019 Research Alliance Data and the IoT—Artisan Partners

Thematic team portfolio manager Chris Smith discusses the opportunities his team is finding thanks to the rising importance of the Internet of things (IoT).

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May 02, 2019 Research Alliance Economic Insight: Outlook for the Rest of 2019—Eaton Vance

Recent data suggest that the U.S. economy lost some of its positive momentum in Q1. However, we expect the economy to strengthen in Q2 and remain on solid ground throughout the rest of 2019. Time to be cautious? See the latest Impact Blog post from Calvert’s Vishal Khanduja and Brian Ellis.

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