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

Oct 15, 2019 Research Alliance When Evaluating Venture-Backed IPOs, Patience Is a Virtue—Osterweis

The venture capital industry has created a robust pipeline of new public companies, but Jim Callinan believes discipline is the key to finding the best opportunities.

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Oct 08, 2019 Research Alliance Global Water Stress Reaching High-Water Mark—Eaton Vance

Calvert’s Jade Huang and Yijia Chen discuss the firm’s solutions-oriented approach for evaluating near- and longer-term water risk.

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Oct 07, 2019 Research Alliance Eaton Vance Emerging Markets Debt Chart Book—Third Quarter 2019

Inside you’ll find a Q3 recap and Q4 outlook, a wealth of current fundamental, technical and structural metrics, asset allocation analysis and a linkable list of related Advisory Blog posts.

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Oct 03, 2019 Research Alliance Muni Bonds: Red Flags to Navigate—Thornburg

Risks are rising in the muni bond market.

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Oct 02, 2019 Research Alliance Emerging Markets Debt: Determinants of Sovereign Bond Quality and Returns—Eaton Vance

Learn the key drivers of sovereign bond quality and performance, along with the role economic policy plays.

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Oct 02, 2019 Research Alliance Drilling into Oil Market Investing after the Attack on Saudi Arabia—Thornburg

Longer-term investors should focus on an energy company’s structural advantages in terms of asset-base quality, operational efficiency and financial discipline, not the price of oil and gas.

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Oct 01, 2019 Research Alliance For Asset Managers, Actions Must Speak Louder than Words on Climate Change—Eaton Vance

Calvert’s Stuart Dalheim on using proxy power to send a message corporate leadership needs to hear.

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Oct 01, 2019 Research Alliance What’s Driving the Market Rotation from Growth to Value?—Thornburg

A rising Treasury yield amid better economic data, easing macro risk and a few more monetary injections may be spurring the rotation. Corroborating, so far, a “mid-cycle adjustment”?

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Sep 27, 2019 Research Alliance High Loan Yields Signal a Buying Opportunity (Part Two)—Eaton Vance

EVM’s Andrew Sveen and Chris Remington do not equate falling rates with subpar performance.

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Sep 26, 2019 Research Alliance Bond-Friendly Environment Driving Tax-Aware Investor Demand for Munis—Eaton Vance

EVM’s Nisha Patel makes a timely, three-point case for an allocation to tax-advantaged muni bonds.

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