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

Oct 18, 2019 Research Alliance The Benefits and Risks of Investing in Qualified Opportunity Funds—Parametric

What are the tax benefits of investing in Qualified Opportunity Funds? This blog post assesses the opportunities—and the risks.

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Oct 17, 2019 Research Alliance Snoozefest or a Seismic Shift?—Osterweis Capital Management

Beneath the surface there were seismic shifts in market leadership that suggest investors are becoming increasingly cautious in their positioning.

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Oct 16, 2019 Research Alliance How Low Can Rates Go?—Osterweis Capital Management

The fixed income market benefited in the third quarter as both global growth fears and the trade dispute continued to drive uncertainty in financial markets.

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Oct 16, 2019 Research Alliance Repo Market Rate Spikes, Bank Regulation and the QE Misnomer—Thornburg

Recent stress in repo markets reflect the confluence of a shrunken Fed balance sheet amid steady economic growth and increasing capital and liquidity regulations on banks.

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Oct 17, 2019 Research Alliance Women in Leadership: A Look at Global Corporate and Political Trends—Eaton Vance

How strong is the correlation between innovation and gender-diverse management teams? See this new post from Calvert.

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Oct 08, 2019 Research Alliance Global Water Stress Reaching High-Water Mark—Eaton Vance

Calvert’s Jade Huang and Yijia Chen discuss the firm’s solutions-oriented approach for evaluating near- and longer-term water risk.

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Oct 07, 2019 Research Alliance A Multifactor Approach to Developed Equity Markets—WisdomTree

International equity markets have made headlines this year for all the wrong reasons with lackluster performance and looming uncertainty. Should investors acquiesce and hold on for the ride? Brian Manby and Alejandro Saltiel discuss our unique multifactor approach to investing in developed international equity markets.

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Oct 03, 2019 Research Alliance How Investment Anomalies Work—WisdomTree

For the fifth consecutive year, we were able to broadcast our Behind the Markets podcast live from the Wharton-Jacobs Levy Center’s annual conference for quantitative finance in New York. The theme of the conference focused on investment anomalies, and we spoke to three experts about their work on the topic.

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Oct 02, 2019 Research Alliance Factor Timing or Factors All the Time?—WisdomTree

Investors were caught off guard by the sudden reversal of factor performance at the beginning of September, leading many investors to ask: “Does this rally really have legs, and is now the time to tilt into value or small caps?”

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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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