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

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 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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Apr 22, 2019 Research Alliance SALT in the Wounds Supports Record Muni Inflows—Eaton Vance

The focus in the muni market turns now to taxes, with many high tax bracket investors feeling the impact of the state and local tax (SALT) deduction cap. How has the SALT cap impacted muni demand in high-tax states? See the latest Advisory Blog post from Nisha Patel, CFA.

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Apr 21, 2019 Research Alliance How to Manage Rising Volatility—WisdomTree

Experienced investors usually do not confuse lack of market volatility with stability. Markets are inherently volatile, which can lurk behind the prevailing calm. Gaurav Sinha discusses a strategy that seeks to provide total returns with lower volatility and higher diversification.

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Apr 20, 2019 ETFs for the Alternative Space?

We’ve looked at a few ETFs in the alternatives space, and there are a few problems: low investability, narrow focus, and poor performance.

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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 Research Alliance Are There Cannabis Stocks in Your Portfolio? Here’s the Straight Dope—Parametric

As marijuana legalization expands and as investment grows in the industry, cannabis stocks’ footprint in the major equity indexes remains small. But that could change.

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