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

May 09, 2019 Research Alliance “Barbell”ing Can Get the Job Done—WisdomTree

Kevin Flanagan offers fixed income investors a strategic solution designed to help navigate the choppy waters that could potentially loom ahead without making a “high-conviction bet” on where rates are headed.

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May 09, 2019 Research Alliance Is Tax-Loss Harvesting Right for Your Clients?—Parametric

More and more asset managers and advisory platforms are marketing tax-loss harvesting to more and more investors. A bit of caution might be in order.

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May 08, 2019 Research Alliance How the Innovation Factor Can Help Both Portfolios and Economic Growth—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz spoke with Chris Jones and Anne Marie Knott.

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May 07, 2019 Research Alliance U.S.-Japan Trade Deal Could Trigger a Rally—WisdomTree

President Trump’s upcoming visit to Japan at the end of the month is very likely to bring a successful resolution of a U.S.-Japan bilateral trade agreement. If we get similar positive news from the U.S.-China trade front, Japan in general and exporters in particular are likely to outperform. Jesper Koll elaborates.

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May 07, 2019 Research Alliance Eaton Vance Monthly Market Monitor—May 2019

Our unrivaled Monthly Market Monitor provides a concise review of economic and asset class data through clear, impactful charts and views. Use it to guide your investing discussions and gain greater understanding of the global financial markets.

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May 06, 2019 Research Alliance How to Access China in 2019—WisdomTree

This was expected to be the year of the global economic slowdown. But the year-to-date synchronized rally in global equities has stolen the spotlight. So far, Chinese equities have been the star. Kara Marciscano discusses our strategy for investing in China today.

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May 02, 2019 Research Alliance Economic Insight: Outlook for the Rest of 2019—Eaton Vance

Recent data suggest that the U.S. economy lost some of its positive momentum in Q1. However, we expect the economy to strengthen in Q2 and remain on solid ground throughout the rest of 2019. Time to be cautious? See the latest Impact Blog post from Calvert’s Vishal Khanduja and Brian Ellis.

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May 02, 2019 Research Alliance U.S.-China Trade: When vs. What—WisdomTree

We believe a formal U.S.-China trade agreement is likely to be signed before the G20 meeting in June. In response, investors may want to have a plan in place, as China is simply too large an opportunity to ignore in global portfolios. Brian Manby lists three factors to consider when investing in Chinese equities.

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May 01, 2019 Research Alliance Responsible Investing: Positive Impact. Competitive Results—Eaton Vance

In recent years, interest in ESG issues has intensified, moving Responsible Investing (RI) into the mainstream. As RI gains ground, more investment managers are offering ESG-focused investments. But not all RI strategies are created equal. See what sets Calvert apart in this new capabilities brochure.

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May 01, 2019 Research Alliance Osterweis Strategic Income Fund Q1 2019 Advisor Teleconference Replay

If you missed the Osterweis Strategic Income Fund quarterly update teleconference, you can listen to the replay.

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