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

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 25, 2019 Research Alliance An Interview with the Fed’s James Bullard—WisdomTree

On the latest “Behind the Markets” podcast, Jeremy Schwartz and Professor Jeremy Siegel interviewed James Bullard, president and CEO of the Federal Reserve Bank of St. Louis about the last week’s Fed meeting and the outlook for monetary policy.

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Sep 26, 2019 Research Alliance Markets to the Fed: Go Fund Me—WisdomTree

Kevin Flanagan discusses the N.Y. Fed’s “repo” solution and what to expect long-term.

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Sep 18, 2019 Research Alliance Fed Watch: It Takes Two—WisdomTree

Kevin Flanagan discusses whether another cut in December is likely.

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Sep 18, 2019 Research Alliance Forecasting the Next Recession: Will Rate Cuts Be Enough?—Guggenheim Investments

History shows that once our recession forecast model reaches current levels, aggressive policy can delay recession, but not avoid it.

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Sep 05, 2019 Research Alliance ESG Investing in Emerging Markets: Proceed with Caution—Parametric Portfolio Associates

Emerging market companies have different standards for ESG issues. What does this mean for investing in emerging markets if you’re a responsible investor?

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Sep 04, 2019 Research Alliance Sustainable Funds Start Strong in 2019, Morningstar Reports—Eaton Vance

U.S. sustainable mutual funds and exchange-traded funds (ETFs) are off to an impressive start for the first half of 2019 and momentum for ESG investing appears here to stay.

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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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Aug 20, 2019 Research Alliance Will We Get Quantitative Easing for the Banks or for the People?—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz chatted with Samuel Rines, chief economist at Avalon Advisors, and Danielle DiMartino Booth, CEO of Quill Intelligence, about modern monetary theory, QE and interest rates.

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Aug 13, 2019 Research Alliance Calvert Responsible Index Series Reconstitution Report—Eaton Vance

The Calvert Responsible Index Series includes five indexes that offer exposure to companies in various parts of the capital markets that meet the Calvert Principles for Responsible Investment. This update summarizes the key adjustments to the index methodologies made at the June 2019 reconstitution and the largest changes to each of the five indexes between June 2018 and June 2019.

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