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

May 14, 2019 Research Alliance Smaller Muni SMAs Leave a Bad Taste in SALT-Seasoned Market—Thornburg

Big-ticket, ultra-short notes force muni SMAs with low minimums to buy longer-term paper at rich prices, likely giving clients more heartburn than total return.

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May 16, 2019 Research Alliance "Game of Loans" Webcast Replay—Eaton Vance

Watch the replay of our recent floating-rate loans webinar.

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May 14, 2019 Research Alliance Separating Signal from Noise in Today's Loan Market Headlines—Eaton Vance

Loan fund investors have moved away from our asset class in recent months, despite a sound fundamental picture and a risk/return proposition that has drawn consistent and ongoing institutional buyership. Why?

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May 13, 2019 Research Alliance Why Stop at 65 Times Earnings?—WisdomTree

Amazon bulls point to the company’s impressive 91% annual earnings growth in the three years ending 2018. But that may be the company’s Achilles’ heel. Jeff Weniger explains why our core large-cap strategy underweights Big Tech.

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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 “Barbell”ing Can Get the Job Done—WisdomTree

Kevin Flanagan offers fixed income investors a strategic solution designed to help navigate the choppy waters that could potentially loom ahead without making a “high-conviction bet” on where rates are headed.

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May 07, 2019 Research Alliance Eaton Vance Monthly Market Monitor—May 2019

Our unrivaled Monthly Market Monitor provides a concise review of economic and asset class data through clear, impactful charts and views. Use it to guide your investing discussions and gain greater understanding of the global financial markets.

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May 07, 2019 Research Alliance U.S.-Japan Trade Deal Could Trigger a Rally—WisdomTree

President Trump’s upcoming visit to Japan at the end of the month is very likely to bring a successful resolution of a U.S.-Japan bilateral trade agreement. If we get similar positive news from the U.S.-China trade front, Japan in general and exporters in particular are likely to outperform. Jesper Koll elaborates.

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May 06, 2019 Research Alliance How to Access China in 2019—WisdomTree

This was expected to be the year of the global economic slowdown. But the year-to-date synchronized rally in global equities has stolen the spotlight. So far, Chinese equities have been the star. Kara Marciscano discusses our strategy for investing in China today.

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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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