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

Apr 24, 2019 Research Alliance 2-Year Anniversary Artisan Thematic Fund—Artisan Partners

The team uses thematic idea generation to identify inflections in multi-year trends in which we have differentiated views on industry fundamentals.

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Sep 06, 2019 Research Alliance What Do Declining Mortgage Rates Mean for Refinancing Activity?—Eaton Vance

The average rate on a 30-year fixed-rate mortgage has fallen to 3.73% from 4.51% at the start of the year. This has led to an uptick in mortgage refinancings and an even bigger increase in refi-related news coverage. Will 2019 be like 2003? Read the latest Advisory Blog post on this topic and find out.

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Sep 05, 2019 Research Alliance High Loan Yields Signal a Buying Opportunity—Eaton Vance

Loans are currently the highest-yielding major credit asset class – eclipsing both emerging-markets debt and high-yield bonds. Is today an attractive entry point for investing in loans? Our latest whitepaper can provide some insight.

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Sep 04, 2019 Research Alliance Welcome to the Party, Powell?—WisdomTree

Based on “Fedspeak” surrounding the recent Jackson Hole conference, it appears as if there is some division among the policy makers on what the next step will be. Kevin Flanagan discusses the possible outcomes.

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Sep 03, 2019 Research Alliance Measuring Value on Draft Day—WisdomTree

Matt Wagner uses the fantasy football metaphor to make the case for our rules-based ETF, the WisdomTree U.S. LargeCap Fund.

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Aug 28, 2019 Research Alliance Late Inning Relief for High Yield—WisdomTree

Kevin Flanagan and Brendan Loftus discuss how to avoid volatility risk while preserving the potential to earn higher levels of income and participate in a growing part of the economy.

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Aug 27, 2019 Research Alliance What Might Pop the Bond Bubble?—WisdomTree

On last week’s episode of “Behind the Markets”, Jeremy Schwartz spoke with Dave Donabedian, chief investment officer for CIBC Private Wealth Management and Kevin Muir, market strategist for East West Investment Management.

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Aug 26, 2019 Research Alliance What Is the Highest-Yielding Treasury Security?—WisdomTree

The rally in the U.S. Treasury market has created a rather interesting investment backdrop. Recent market events have left investors with some important decisions to make in their fixed income portfolios. Kevin Flanagan helps investors with their decision process.

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Aug 21, 2019 Research Alliance Don’t Know Much About History—WisdomTree

The last two weeks in “bond land” have been extraordinary. Kevin Flanagan provides his perspective on the latest inverted yield curve hysteria through comparison of the last UST 2s/10s inversion from December 2005–June 2007 to the current episode.

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Aug 22, 2019 Managed Futures Performing Well in 2019

Managed futures have been performing well this year. The primary explanation of what’s driving performance this year is being long rates/fixed-income.

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