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

Aug 20, 2019 Research Alliance Will We Get Quantitative Easing for the Banks or for the People?—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz chatted with Samuel Rines, chief economist at Avalon Advisors, and Danielle DiMartino Booth, CEO of Quill Intelligence, about modern monetary theory, QE and interest rates.

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Aug 13, 2019 Research Alliance Calvert Responsible Index Series Reconstitution Report—Eaton Vance

The Calvert Responsible Index Series includes five indexes that offer exposure to companies in various parts of the capital markets that meet the Calvert Principles for Responsible Investment. This update summarizes the key adjustments to the index methodologies made at the June 2019 reconstitution and the largest changes to each of the five indexes between June 2018 and June 2019.

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Aug 09, 2019 Research Alliance Proxy-Voting Trends and Investor Impact—Eaton Vance

How are investors using their proxy vote to exert influence on companies today? See the latest Advisory Blog post from Calvert’s Shirley Peoples.

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Aug 09, 2019 Research Alliance Investing in the Future: iShares Megatrend ETFs—BlackRock

BlackRock megatrend products are developed and managed to offer exposure investability, evolution.

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Aug 08, 2019 Research Alliance The Fed Should Hike Interest Rates, Not Cut Them—Guggenheim

By almost every measure policy makers should be considering another rate hike in anticipation of potential economic overheating from looming limitations on output. Instead, debate has been focused on the need to take preemptive action to avoid a potential slowdown.

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Aug 08, 2019 Research Alliance Portfolio Allocation Amid the Tidal Effects of Renewed Fed Easing—Thornburg

The Fed is poised to join the global easing bandwagon, fueling a surge in risk asset prices. As market distortions from easy money grow...

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Aug 08, 2019 Research Alliance Why Investment Taxes Are Such a Drag—Parametric

What’s the value of tax-managed investing? A look at what causes tax drag and why choosing the right investment vehicle is so important.

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Aug 07, 2019 Research Alliance A Bullish View amid China Uncertainty—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz spoke with Professor Jeremy Siegel, First Trust economist Brian Wesbury and Hanming Fang, professor of economics at the University of Pennsylvania and founder of the nonprofit website VoxChina.org.

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Aug 06, 2019 Research Alliance Would Fed Tweets Work Better?—WisdomTree

What a week last week was! From the Federal Reserve to President Trump’s tweet stating that more tariffs on China are potentially coming to Friday’s jobs report, Kevin Flanagan breaks it all down.

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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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