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

Aug 01, 2019 Research Alliance Eaton Vance Credit Markets Chart Book—Second Quarter 2019

Use deep data and impactful charts to help educate investors on this area of the market and provide updates on current conditions and performance.

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Jul 31, 2019 Research Alliance The Dark Side of the Rate Cut—Thornburg

Market expectations should not help drive monetary policy.

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Jul 31, 2019 Research Alliance Like a Good Neighbor, the Fed Is There—WisdomTree

The Fed has done what was widely expected−it cut the federal funds target range by a quarter-point. And while you could say the Fed is back in data-dependent mode, it appears as if monetary policy is still leaning toward another rate cut this year. Kevin Flanagan discusses.

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Jul 31, 2019 Research Alliance Takeaways for Floating-Rate Loans After the Fed Cut—Eaton Vance

Today's cut appears to be a pre-emptive "insurance"-type policy adjustment to stave off potential slowing for an economy on decidedly solid footing.

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Jul 30, 2019 Research Alliance How to Reduce Beta with a Multifactor Approach—WisdomTree

After 24 months of live performance, the WisdomTree U.S. Multifactor Fund has met the objectives that were set out when it was launched.

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Jul 29, 2019 Research Alliance WisdomTree’s European Barbell Strategy—WisdomTree

Jeremy Schwartz discusses a barbell approach for exposure to Europe for a more bullish view.

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Jul 26, 2019 Research Alliance The Rise of Health Care Security in China—WisdomTree

A newly established superagency, the National Healthcare Security Administration (NHSA), has been charged to lead everything health-care-related in China. If China starts imitating the health care model of U.K.’s National Health Service, the NHSA has the potential to become the world’s biggest employer.

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Jul 25, 2019 Research Alliance Can Socially Responsible Investors Raise the Tide for All Investors?—Parametric

Does responsible investing help or hurt returns? We get this question a lot. But there’s another, perhaps more interesting, question that’s also worth exploring.

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Jul 24, 2019 Research Alliance Past Performance Is Not Indicative of Future Results —WisdomTree

Japanese Prime Minister Shinzō Abe and his ruling coalition won a very comfortable majority, but fell short of gaining the two-thirds supermajority required for fast-track constitutional reform in Sunday’s Upper House election. Jesper Koll outlines the key signposts and challenges immediately ahead for Japan.

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Jul 23, 2019 Research Alliance Eaton Vance Floating-Rate Chart Book—Second 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.

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