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

Oct 22, 2019 Research Alliance Passive Voice: As Index Investing Grows, So Does Active Ownership—Parametric

As assets continue to flow from active management to index investing, passive shareholders will still hold companies to account.

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Oct 22, 2019 Research Alliance Eaton Vance Municipal Bond Market Monitor—Third Quarter 2019

Inside you’ll find our quarterly recap and market outlook, along with updates on flows, fundamentals, yields, tax rates, and more.

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Oct 22, 2019 Research Alliance Will Today’s EM Speed by Advisors?—Thornburg Investment Management

EM allocation is no longer just a “nice to have.”

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Oct 22, 2019 Research Alliance Can Europe’s Dismal Decade Turn Around?—WisdomTree

There is a popular belief that the failure of European markets to keep pace with the U.S. over the past decade is caused by overweight positions to banks.

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Oct 21, 2019 Research Alliance Choosing a Custom SMA Provider? What to Expect When You’re Investing—Parametric

Growing interest in customized separately managed accounts means new SMA providers are popping up to meet demand. But not all SMA providers are created equal.

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Oct 21, 2019 Research Alliance The U.S. Stock Market’s Moment(um) of Truth—WisdomTree

Jeff Weniger analyzes sector exposure to determine whether the value trend could continue.

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Oct 18, 2019 Research Alliance Accept No Substitutes—Parametric Portfolio Associates

The intuitively appealing substitution of natural resource stocks for a futures-based commodity exposure offers a less effective solution for both inflation protection and diversification.

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Oct 18, 2019 Research Alliance What Happens When You Dynamically Hedge Currency in an International Portfolio—WisdomTree

Alejandro Saltiel discusses why a dynamic approach to managing currency risk can be a significant source of value.

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Oct 18, 2019 Research Alliance The Benefits and Risks of Investing in Qualified Opportunity Funds—Parametric

What are the tax benefits of investing in Qualified Opportunity Funds? This blog post assesses the opportunities—and the risks.

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Oct 17, 2019 Research Alliance Women in Leadership: A Look at Global Corporate and Political Trends—Eaton Vance

How strong is the correlation between innovation and gender-diverse management teams? See this new post from Calvert.

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