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

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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Apr 30, 2019 Research Alliance Generational Lows in Euro Volatility—WisdomTree

It seems like the euro was pinned between $1.12 and $1.15 for ages. But it is reacting adversely to near-term risks. Jeff Weniger explains why drivers like crude oil prices could bring volatility back to the currency.

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Apr 30, 2019 Research Alliance Eaton Vance Emerging Markets Debt Chart Book—First Quarter 2019

Inside you’ll find a Q1 recap and Q2 outlook, a wealth of current fundamental, technical and structural metrics, asset allocation analysis and a linkable list of related Advisory Blog posts.

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Apr 29, 2019 Research Alliance The Next Step for the Fed Could Be a Hike—Guggenheim Investments

Continued growth will ultimately lead the Fed to increase rates again. The only questions are when and can anything derail this scenario.

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Apr 29, 2019 Research Alliance How Close Are We to a U.S.–China Trade Deal?—WisdomTree

Today marks the 298th day of the U.S.-China trade war. Through examination of both Western and Chinese media reports, we believe a trade deal is likely to occur over the next month. Jianing Wu outlines the progress made and how to position your portfolio.

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Apr 24, 2019 Research Alliance Emerging Market Stocks Still Have Room to Run—Thornburg

Despite sprinting higher so far this year, developing country equities appear well positioned to sustain their momentum, and with less volatility.

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Apr 23, 2019 Research Alliance Can I Get a Refund?—WisdomTree

With another April 15 tax date come and gone, Kevin Flanagan asks: How did individual filers make out for the 2019 season versus a year ago?

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Apr 22, 2019 Research Alliance India Elections & Markets: Behind the Markets Special Edition—WisdomTree

Jeremy Schwartz, Gaurav Sinha, and Srinivas Thiruvadanthai discuss India’s general elections.

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Apr 26, 2019 Research Alliance Infographic: Will Wage Growth Finally Trigger Inflation?—Eaton Vance

How could rising wages trigger inflation, and how could it affect investors? See our latest Advisory Blog infographic.

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Apr 25, 2019 Research Alliance Eaton Vance Municipal Market Chart Book—First Quarter 2019

Get a comprehensive, at-a-glance review of the fundamental, technical, and structural market metrics driving today’s municipal bond market.

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