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

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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Aug 01, 2019 Research Alliance Eaton Vance Credit Markets Chart Book—Second Quarter 2019

Use deep data and impactful charts to help educate investors on this area of the market and provide updates on current conditions and performance.

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Jul 22, 2019 Research Alliance Investor Caution in Order as U.S. Economy, Markets Climb Higher—Eaton Vance

Even after a decade of relative tailwinds for the U.S. economy, the existence of roughly $13 trillion in debt securities with negative yields suggests more challenging times may lie ahead.

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Jul 31, 2019 Research Alliance Takeaways for Floating-Rate Loans After the Fed Cut—Eaton Vance

Today's cut appears to be a pre-emptive "insurance"-type policy adjustment to stave off potential slowing for an economy on decidedly solid footing.

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Aug 05, 2019 Research Alliance The Benefits High-Quality Stocks Can Add to Portfolios—Eaton Vance

The strong markets over the past 10 years have been led by lower-quality companies.

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Jul 29, 2019 Research Alliance WisdomTree’s European Barbell Strategy—WisdomTree

Jeremy Schwartz discusses a barbell approach for exposure to Europe for a more bullish view.

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Aug 08, 2019 Research Alliance Artisan Sustainable Emerging Markets Fund Q2 2019 Update—Artisan Partners

Meagan Nace, Sustainable Emerging Markets Team Analyst, discusses portfolio performance and the team’s differentiated approach to sustainable investing.

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Aug 02, 2019 Research Alliance Rosie’s Prognosis? Not Rosy—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz and Jeff Weniger spoke with Dave Rosenberg, chief economist and strategist at Gluskin Sheff. The conversation focused on global markets.

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