HOME     Research

Research

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

Apr 18, 2019 Research Alliance ESG in Emerging Markets—Artisan Partners

Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson discusses her team's differentiated perspective on identifying ESG opportunities in emerging economies.

Read more
Apr 18, 2019 Research Alliance March Jobs Report is a Goldilocks Number for the Fed—Eaton Vance

U.S. payroll growth returned to form in March with the economy adding 196k jobs, a bit above the 177k consensus. As far as the Fed goes, this is a perfect Goldilocks number—not too hot and not too cold.

Read more
Apr 18, 2019 First Quarter 2019 Research Call Replay

Listen to a replay of our first quarter 2019 Litman Gregory research team webinar. Topics covered (among others): the equity rebound, conditions in Europe, floating-rate loans, managed futures, and emerging-market bonds.

Read more
Apr 18, 2019 Research Alliance Are There Cannabis Stocks in Your Portfolio? Here’s the Straight Dope—Parametric

As marijuana legalization expands and as investment grows in the industry, cannabis stocks’ footprint in the major equity indexes remains small. But that could change.

Read more
Apr 18, 2019 Research Alliance Osterweis Capital Management First Quarter 2019 Equity Outlook

The real truth is that the yield curve has a habit of inverting more often than the economy has of going into recession.

Read more
Apr 17, 2019 Research Alliance Assessing Corporate Governance—Artisan Partners

We have tailored our investing process to account for volatility, and to pursue what we believe to be the best representation of the EM opportunity set of the future. One key component of this process is our focus on and disciplined approach to assessing corporate governance.

Read more
Apr 17, 2019 Research Alliance A Forward-Looking Approach to Sustainability—Artisan Partners

Portfolio Manager Maria Negrete-Gruson explains how the sustainability of a company's earnings goes hand-in-hand with its ESG factors.

Read more
Apr 17, 2019 Research Alliance Eaton Vance Floating-Rate Chart Book—First Quarter 2019

Use deep market data and impactful charts to help educate investors on this distinctive asset class, provide updates on current loan market conditions and performance, explain the potential role of a floating-rate loan allocation within their portfolios and learn why we’re a loan market leader.

Read more
Apr 17, 2019 Research Alliance The Fed vs. the ECB: Who Will Blink First?—WisdomTree

If bond investors have learned anything this year, it is that the “winds of change” can blow in dramatically different directions regarding monetary policy. Kevin Flanagan discusses how market sentiment has shifted from where we were only four months ago.

Read more
Apr 16, 2019 Research Alliance Where We Are Finding Growth: Transforming How We Work—Artisan Partners

Here, the team discusses compelling opportunities it is finding among companies finding ways to transform how we work.

Read more

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.