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

Oct 02, 2019 Research Alliance Factor Timing or Factors All the Time?—WisdomTree

Investors were caught off guard by the sudden reversal of factor performance at the beginning of September, leading many investors to ask: “Does this rally really have legs, and is now the time to tilt into value or small caps?”

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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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Oct 01, 2019 Research Alliance For Asset Managers, Actions Must Speak Louder than Words on Climate Change—Eaton Vance

Calvert’s Stuart Dalheim on using proxy power to send a message corporate leadership needs to hear.

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Sep 26, 2019 Research Alliance Bond-Friendly Environment Driving Tax-Aware Investor Demand for Munis—Eaton Vance

EVM’s Nisha Patel makes a timely, three-point case for an allocation to tax-advantaged muni bonds.

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Sep 27, 2019 Research Alliance High Loan Yields Signal a Buying Opportunity (Part Two)—Eaton Vance

EVM’s Andrew Sveen and Chris Remington do not equate falling rates with subpar performance.

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Sep 30, 2019 Research Alliance Share Buybacks: The Other Dividend—WisdomTree

Jeff Weniger discusses strategies that focus on buybacks and shareholder yield.

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Sep 27, 2019 Research Alliance How to Replace FAANGs with Cloud—WisdomTree

Jianing Wu discusses why cloud-based businesses represent an attractive alternative to mega-cap companies in the Technology sector.

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