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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 19, 2019 Research Alliance Do(n’t) Discount Dividend Payers—WisdomTree

Valuing companies based on dividends is well-documented and understood. In practice, though, this theory has been stressed over the last decade. Matt Wagner illustrates the impact on fundamentals from an approach that combines dividends and profitability.

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Aug 19, 2019 Research Alliance BBH Core Select and BBH Global Core Select Q2 2019 Call Replay

The Q2 2019 BBH Core Select and BBH Global Core Select Quarterly Conference call recording will be available until August 30, 2019.

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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 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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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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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 18, 2019 Second Quarter 2019 Research Call Replay

Listen to a replay of our second quarter 2019 Litman Gregory research team webinar. Topics covered (among others): macroeconomic conditions, monetary policy, yield curve inversion, expected returns for U.S. and European stocks, alternatives, and fixed income positioning changes. The presentation slides are available at the bottom of the page under Resources.

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Jul 03, 2019 Research Alliance No Heavy Lifting Required—WisdomTree

When looking at the money and bond markets these days, they almost seem to be saying to the Fed, “Would you please cut rates already?” Against this backdrop, Kevin Flanagan continues to advocate for a solution designed to help fixed income investors navigate the waters that loom ahead without making a high conviction bet on where rates are headed: the barbell strategy.

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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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