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

Nov 29, 2018 Research Alliance Socially Responsible Investing: What’s in Your Portfolio?—Parametric

You may have stated ESG goals for your portfolio, but do your holdings actually match them? Without proper reporting, it can be hard to know. Here are three things to look for.

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Nov 29, 2018 Research Alliance Staying Ahead of Climate Risk in the Muni Market—Eaton Vance

As the frequency and damage of weather-related events continue to rise, we believe incorporating climate change into the credit-evaluation process for state and local issuers is important for muni investors.

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Nov 28, 2018 Research Alliance Ride Hailing in Emerging Markets Is More Than Transport—OppenheimerFunds

Geographic idiosyncrasies across Asia have fueled the ride-hailing industry and adjacent businesses.

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Nov 27, 2018 Research Alliance Megatrends Podcast Series—OppenheimerFunds

Welcome to Megatrends, a show that explores the investment opportunities beyond our borders.

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Nov 27, 2018 Research Alliance California Wildfires Rage, Muni Impacts Limited—Eaton Vance

Despite the massive economic losses generated by these natural disasters, according to Moody's, there have been no municipal defaults (by Moody's rated credits) directly related to natural disasters.

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Nov 26, 2018 Research Alliance Rising Rates Are Beginning to Bite—Guggenheim Investments

Rising rates are hurting the most rate-sensitive sectors in a preview of the bigger slowdown headed our way.

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Nov 26, 2018 Research Alliance Don't Be Scared by the Death Cross in FANG Stocks—OppenheimerFunds

In our view, it’s difficult to make the case for an imminent economic collapse—and persistent defensive sector outperformance—when 60% of US industries are expanding. Rather, that’s a clear sign for investors to focus on cyclical sectors like tech as this aging business cycle continues.

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Nov 26, 2018 Research Alliance Opinions Abound on Floating-Rate Loan Credit Health—Eaton Vance

Our longest-running fund will surpass its 30-year mark in 2019. Along the way, we've developed deep expertise in this asset class. Today we manage more than $45 billion in floating-rate corporate loan assets, for clients all around the globe and in every discernible delivery format.

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Nov 20, 2018 Research Alliance Investing on US Election Results? Caveat Emptor—Thornburg Investment Management

Conventional market wisdom two years ago didn’t look right for long, as gains in industries seen as politically favored faded while one sector expected to suffer quickly rebounded.

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Nov 20, 2018 Research Alliance Fixed-Income Outlook: Jogging to the Exits—Guggenheim Investments

Preparing for the market turbulence that typically occurs in the run up to a recession.

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