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

Apr 19, 2019 Research Alliance It's Our Turn—Osterweis Capital Management Total Return Market Outlook

Looking forward, we are loath to invest in the belly of the yield curve—specifically maturities between three and seven years.

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Apr 18, 2019 Research Alliance Osterweis Capital Management First Quarter 2019 Equity Outlook

The real truth is that the yield curve has a habit of inverting more often than the economy has of going into recession.

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Apr 19, 2019 Research Alliance What Do You Mean I'm Out of Money?—Osterweis Capital Management

While it is difficult to accurately forecast the timing of the next recession, we believe that growth will remain slow but positive.

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Apr 18, 2019 First Quarter 2019 Research Call Replay

Listen to a replay of our first quarter 2019 Litman Gregory research team webinar. Topics covered (among others): the equity rebound, conditions in Europe, floating-rate loans, managed futures, and emerging-market bonds.

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Apr 17, 2019 Research Alliance The Fed vs. the ECB: Who Will Blink First?—WisdomTree

If bond investors have learned anything this year, it is that the “winds of change” can blow in dramatically different directions regarding monetary policy. Kevin Flanagan discusses how market sentiment has shifted from where we were only four months ago.

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Apr 18, 2019 Research Alliance March Jobs Report is a Goldilocks Number for the Fed—Eaton Vance

U.S. payroll growth returned to form in March with the economy adding 196k jobs, a bit above the 177k consensus. As far as the Fed goes, this is a perfect Goldilocks number—not too hot and not too cold.

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Apr 18, 2019 Research Alliance ESG in Emerging Markets—Artisan Partners

Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson discusses her team's differentiated perspective on identifying ESG opportunities in emerging economies.

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Apr 17, 2019 Research Alliance A Forward-Looking Approach to Sustainability—Artisan Partners

Portfolio Manager Maria Negrete-Gruson explains how the sustainability of a company's earnings goes hand-in-hand with its ESG factors.

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Apr 03, 2019 Research Alliance On My Senate Testimony—Eaton Vance

John Streur, Calvert president and CEO, recently testified before the Senate Committee on Banking, Housing, and Urban Affairs in support of mandated ESG disclosures for publicly held securities and current proxy-voting criteria. See John’s latest Advisory Blog post for a recap and link to his full testimony.

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Apr 03, 2019 Research Alliance The Fed’s "Financial Conditions" Conundrum—Thornburg Investment Management

Just because the market is celebrating the Fed’s policy u-turn doesn’t mean volatility is a thing of the past. Disconnects between fundamentals and assets prices don’t make for market stability.

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