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

Aug 15, 2019 Research Alliance Investment-Grade Credit Report: An Impressive First Half—Osterweis

According to John Sheehan, accommodative Fed policy and favorable market technicals drove the investment grade credit market’s strong start to 2019.

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Aug 14, 2019 Research Alliance Pump It Up —WisdomTree

Kevin Flanagan advocates a time-tested fixed-income solution that does not require a “call” on where interest rates may be headed: the barbell strategy.

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Aug 13, 2019 Research Alliance Calvert Responsible Index Series Reconstitution Report—Eaton Vance

The Calvert Responsible Index Series includes five indexes that offer exposure to companies in various parts of the capital markets that meet the Calvert Principles for Responsible Investment. This update summarizes the key adjustments to the index methodologies made at the June 2019 reconstitution and the largest changes to each of the five indexes between June 2018 and June 2019.

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Aug 13, 2019 Research Alliance Europe’s Shmoral Shmazard—WisdomTree

The euro won’t stop chopping sideways. Its quiet drift downward has persisted since spring 2018. In the current global climate, the currency could snap violently. Jeff Weniger outlines why he thinks the push will be southward.

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Aug 12, 2019 Research Alliance Rethinking Your Income Strategy?—Thornburg

In an era of low interest rates, the right equity dividend strategy can provide the income and total return that investors seek.

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Aug 12, 2019 Research Alliance India’s Unconventional Rate Cut and What It Means for Investors—WisdomTree

Gaurav Sinha analyzes the RBI’s latest monetary policy direction and what it means for domestic growth and global emerging market investors.

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Aug 09, 2019 Research Alliance Proxy-Voting Trends and Investor Impact—Eaton Vance

How are investors using their proxy vote to exert influence on companies today? See the latest Advisory Blog post from Calvert’s Shirley Peoples.

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Aug 08, 2019 Research Alliance The Fed Should Hike Interest Rates, Not Cut Them—Guggenheim

By almost every measure policy makers should be considering another rate hike in anticipation of potential economic overheating from looming limitations on output. Instead, debate has been focused on the need to take preemptive action to avoid a potential slowdown.

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Aug 08, 2019 Research Alliance Portfolio Allocation Amid the Tidal Effects of Renewed Fed Easing—Thornburg

The Fed is poised to join the global easing bandwagon, fueling a surge in risk asset prices. As market distortions from easy money grow...

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Aug 08, 2019 Research Alliance Why Investment Taxes Are Such a Drag—Parametric

What’s the value of tax-managed investing? A look at what causes tax drag and why choosing the right investment vehicle is so important.

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