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

Oct 17, 2019 Research Alliance Snoozefest or a Seismic Shift?—Osterweis Capital Management

Beneath the surface there were seismic shifts in market leadership that suggest investors are becoming increasingly cautious in their positioning.

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Oct 16, 2019 Research Alliance How Low Can Rates Go?—Osterweis Capital Management

The fixed income market benefited in the third quarter as both global growth fears and the trade dispute continued to drive uncertainty in financial markets.

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Oct 17, 2019 Research Alliance Don’t Give Up the Yacht: Finding Income in a Low-Rate World—Thornburg

Three questions and answers about retirement income in a low-rate world.

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Oct 16, 2019 Research Alliance Repo Market Rate Spikes, Bank Regulation and the QE Misnomer—Thornburg

Recent stress in repo markets reflect the confluence of a shrunken Fed balance sheet amid steady economic growth and increasing capital and liquidity regulations on banks.

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Oct 15, 2019 Research Alliance When Evaluating Venture-Backed IPOs, Patience Is a Virtue—Osterweis

The venture capital industry has created a robust pipeline of new public companies, but Jim Callinan believes discipline is the key to finding the best opportunities.

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Oct 15, 2019 Research Alliance European Economic Outlook—WisdomTree

On last week’s “Behind the Markets,” Jeremy Schwartz spoke with Stephen Sexauer, CIO of the San Diego County Employees Retirement Association, and José Brito, Chief Economist for Millenniumbcp, a Portuguese bank.

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Oct 16, 2019 Research Alliance State of the States: How Do They Rank?—Eaton Vance

Get a detailed review of each U.S. state’s creditworthiness in this annual report from our municipal research team.

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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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