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

May 15, 2019 Research Alliance Proxy-Voting Records: Where the Rubber Meets the Road—Eaton Vance

How does Calvert buck the status quo and turn proxy engagement into measurable impact?

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May 10, 2019 Research Alliance What's Performing in China?—WisdomTree

While we remain optimistic that a U.S.–China trade deal will ultimately be reached, investors need greater transparency into what’s performing (or not) in the Chinese equity market. Using the tools that we’ve created, Alejandro Saltiel breaks down performance by a variety of factors including share class.

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May 09, 2019 Research Alliance Is Tax-Loss Harvesting Right for Your Clients?—Parametric

More and more asset managers and advisory platforms are marketing tax-loss harvesting to more and more investors. A bit of caution might be in order.

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May 08, 2019 Research Alliance How the Innovation Factor Can Help Both Portfolios and Economic Growth—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz spoke with Chris Jones and Anne Marie Knott.

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May 02, 2019 Research Alliance U.S.-China Trade: When vs. What—WisdomTree

We believe a formal U.S.-China trade agreement is likely to be signed before the G20 meeting in June. In response, investors may want to have a plan in place, as China is simply too large an opportunity to ignore in global portfolios. Brian Manby lists three factors to consider when investing in Chinese equities.

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May 01, 2019 Research Alliance A Unique Lens on Risk Management—WisdomTree

On last week’s episode of our “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz spoke with Matt McAleer, Director of Equity Strategies at Cumberland Advisors, and economist Allison Schrager. The conversation focused on factor investing, U.S. sector trades, and how to manage risk when preparing for retirement.

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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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May 01, 2019 Research Alliance Responsible Investing: Positive Impact. Competitive Results—Eaton Vance

In recent years, interest in ESG issues has intensified, moving Responsible Investing (RI) into the mainstream. As RI gains ground, more investment managers are offering ESG-focused investments. But not all RI strategies are created equal. See what sets Calvert apart in this new capabilities brochure.

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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 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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