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

Aug 19, 2019 Research Alliance Catching the Wave: Why Secular Growth Matters—Osterweis Capital Management

In our view, the specific market dynamics that influence a company's sales growth prospects have a greater impact on equity returns than the overall direction of the economy.

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Aug 16, 2019 Research Alliance Why Active Management—Baron Funds

President and COO Linda Martinson discusses the benefits of active management in an era where passive investing is gaining traction in her latest Baron Perspective piece, “Why Active Management.”

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Aug 15, 2019 Research Alliance Baron Funds "International & EM Equities Update Call with Michael Kass" Replay

Michael Kass, portfolio manager of Baron International Growth Fund and Baron Emerging Markets Fund, hosted a call to discuss emerging market and international equities. The replay is now available.

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Aug 15, 2019 Research Alliance Game of Bridge or Game of Thrones between China and U.S.?—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz and Liqian Ren sorted through all the noise of the recent market headlines about China, with three unique guests.

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Aug 14, 2019 Research Alliance Pump It Up —WisdomTree

Kevin Flanagan advocates a time-tested fixed-income solution that does not require a “call” on where interest rates may be headed: the barbell strategy.

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Aug 13, 2019 Research Alliance Europe’s Shmoral Shmazard—WisdomTree

The euro won’t stop chopping sideways. Its quiet drift downward has persisted since spring 2018. In the current global climate, the currency could snap violently. Jeff Weniger outlines why he thinks the push will be southward.

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Aug 12, 2019 Research Alliance India’s Unconventional Rate Cut and What It Means for Investors—WisdomTree

Gaurav Sinha analyzes the RBI’s latest monetary policy direction and what it means for domestic growth and global emerging market investors.

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Aug 12, 2019 Research Alliance Rethinking Your Income Strategy?—Thornburg

In an era of low interest rates, the right equity dividend strategy can provide the income and total return that investors seek.

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Jul 02, 2019 Research Alliance Eaton Vance Quarterly Equity Outlook—Second Quarter 2019

A potential Fed rate cut combined with any sign of improvement in the outlook for the global economy, including an easing of trade tensions, will likely be sufficient catalysts to steepen the yield curve.

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Jul 09, 2019 Research Alliance For Munis, Understanding Premium Bonds is More Important Now Than Ever—Eaton Vance

Why do premium munis exist (and how do they affect value)? See the latest Advisory Blog post from Christopher Harshman, CFA.

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