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

May 20, 2019 Research Alliance Fight Trade Wars with Fundamentals—WisdomTree

Amid the drama in the latest U.S.–China trade war saga, Brendan Loftus explains how improving the underlying fundamentals can help investors navigate what would otherwise be rather uncertain markets.

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May 17, 2019 Research Alliance Quantifying the Credit Risk and Default Runway—Guggenheim Investments

If a recession were to begin today, healthy interest coverage of 4.3x may give high-yield corporate bond and bank loan sectors at least a 12-month runway before default volume increased meaningfully.

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May 16, 2019 Research Alliance "Game of Loans" Webcast Replay—Eaton Vance

Watch the replay of our recent floating-rate loans webinar.

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May 15, 2019 Research Alliance Proxy-Voting Records: Where the Rubber Meets the Road—Eaton Vance

How does Calvert buck the status quo and turn proxy engagement into measurable impact?

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May 15, 2019 Research Alliance ETF Spreads and Volatile Markets—WisdomTree

On Monday, May 13, 2019, U.S. markets had their second-worst trading day of the year. Michael Barrer answers the question many investors ask during times of stress: “What happens to ETF spreads?”

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May 15, 2019 Research Alliance How Much Do You Know About Tax-Loss Harvesting?—Parametric

There are a lot of myths out there. Here are six true-or-false questions to help you separate fact from fiction when it comes to tax-loss harvesting.

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May 14, 2019 Research Alliance Separating Signal from Noise in Today's Loan Market Headlines—Eaton Vance

Loan fund investors have moved away from our asset class in recent months, despite a sound fundamental picture and a risk/return proposition that has drawn consistent and ongoing institutional buyership. Why?

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May 14, 2019 Research Alliance Smaller Muni SMAs Leave a Bad Taste in SALT-Seasoned Market—Thornburg

Big-ticket, ultra-short notes force muni SMAs with low minimums to buy longer-term paper at rich prices, likely giving clients more heartburn than total return.

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May 13, 2019 Research Alliance Why Stop at 65 Times Earnings?—WisdomTree

Amazon bulls point to the company’s impressive 91% annual earnings growth in the three years ending 2018. But that may be the company’s Achilles’ heel. Jeff Weniger explains why our core large-cap strategy underweights Big Tech.

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May 10, 2019 Research Alliance What's Performing in China?—WisdomTree

While we remain optimistic that a U.S.–China trade deal will ultimately be reached, investors need greater transparency into what’s performing (or not) in the Chinese equity market. Using the tools that we’ve created, Alejandro Saltiel breaks down performance by a variety of factors including share class.

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