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

Oct 17, 2019 Research Alliance Don’t Give Up the Yacht: Finding Income in a Low-Rate World—Thornburg

Three questions and answers about retirement income in a low-rate world.

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Oct 17, 2019 Research Alliance Snoozefest or a Seismic Shift?—Osterweis Capital Management

Beneath the surface there were seismic shifts in market leadership that suggest investors are becoming increasingly cautious in their positioning.

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Oct 17, 2019 Third Quarter 2019 Research Webinar Replay

Listen to a replay of our third quarter 2019 Litman Gregory research team webinar. Topics covered (among others): deconstructing international stock returns, the repo market, the presidential election, ESG models.

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Oct 16, 2019 Research Alliance State of the States: How Do They Rank?—Eaton Vance

Get a detailed review of each U.S. state’s creditworthiness in this annual report from our municipal research team.

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Oct 16, 2019 Research Alliance Repo Market Rate Spikes, Bank Regulation and the QE Misnomer—Thornburg

Recent stress in repo markets reflect the confluence of a shrunken Fed balance sheet amid steady economic growth and increasing capital and liquidity regulations on banks.

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Oct 16, 2019 Research Alliance How Low Can Rates Go?—Osterweis Capital Management

The fixed income market benefited in the third quarter as both global growth fears and the trade dispute continued to drive uncertainty in financial markets.

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Oct 16, 2019 Interview with Evermore’s David Marcus: Special Situation Opportunities in Europe

On September 10, 2019, Litman Gregory's Rajat Jain interviewed David Marcus, portfolio manager of Evermore Global Value (EVGIX), who has invested in Europe for over 30 years. Marcus covered recent conversations with European corporate management and provided examples of companies that can thrive despite the current malaise on the continent.

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Oct 16, 2019 Research Alliance Osterweis Capital Management Third Quarter 2019 Equity Outlook

One of the reasons we are focusing on dominant companies is that we feel we are moving toward more of a "winner take all" economy.

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Oct 15, 2019 Research Alliance Eaton Vance Floating-Rate Loan Monitor—Q3 2019

Use deep market data and impactful charts to help educate clients on loan market conditions, performance and more.

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Oct 15, 2019 Research Alliance European Economic Outlook—WisdomTree

On last week’s “Behind the Markets,” Jeremy Schwartz spoke with Stephen Sexauer, CIO of the San Diego County Employees Retirement Association, and José Brito, Chief Economist for Millenniumbcp, a Portuguese bank.

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