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

Oct 25, 2019 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Q3 2019 Advisor Webinar—REPLAY

If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.

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Oct 24, 2019 Research Alliance High Loan Yields Signal a Buying Opportunity (Part Three)—Eaton Vance

EVM‘s Andrew Sveen and Chris Remington reveal a decisive advantage of active (over passive) funds in a late-cycle economy.

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Oct 23, 2019 Research Alliance Mirror, Mirror: The Inverse Relationship Between Commodities and the U.S. Dollar—Parametric

Prices of commodities and the U.S. dollar are strongly linked. But is this also true at the individual commodity level?

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Oct 23, 2019 Research Alliance Eaton Vance Corporate Bond Market Update—September 2019

EVM’s Thomas Luster reviews recent market activity, issuance and fundamentals, and provides three key takeaways moving forward.

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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 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 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 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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