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

May 01, 2019 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Q1 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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May 01, 2019 Research Alliance A Unique Lens on Risk Management—WisdomTree

On last week’s episode of our “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz spoke with Matt McAleer, Director of Equity Strategies at Cumberland Advisors, and economist Allison Schrager. The conversation focused on factor investing, U.S. sector trades, and how to manage risk when preparing for retirement.

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Apr 30, 2019 Research Alliance Eaton Vance Emerging Markets Debt Chart Book—First Quarter 2019

Inside you’ll find a Q1 recap and Q2 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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Apr 30, 2019 Research Alliance Generational Lows in Euro Volatility—WisdomTree

It seems like the euro was pinned between $1.12 and $1.15 for ages. But it is reacting adversely to near-term risks. Jeff Weniger explains why drivers like crude oil prices could bring volatility back to the currency.

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Apr 29, 2019 Research Alliance How Close Are We to a U.S.–China Trade Deal?—WisdomTree

Today marks the 298th day of the U.S.-China trade war. Through examination of both Western and Chinese media reports, we believe a trade deal is likely to occur over the next month. Jianing Wu outlines the progress made and how to position your portfolio.

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Apr 29, 2019 Research Alliance The Next Step for the Fed Could Be a Hike—Guggenheim Investments

Continued growth will ultimately lead the Fed to increase rates again. The only questions are when and can anything derail this scenario.

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Apr 26, 2019 Research Alliance A New Paradigm for Stocks: Digital vs. Decline, Not Growth vs. Value—Osterweis Capital Management

As the influence of technology continues to increase, we believe investors need to reconsider the relevance of both the traditional style matrix and sector classifications.

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Apr 26, 2019 Research Alliance Infographic: Will Wage Growth Finally Trigger Inflation?—Eaton Vance

How could rising wages trigger inflation, and how could it affect investors? See our latest Advisory Blog infographic.

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Apr 25, 2019 Research Alliance Eaton Vance Municipal Market Chart Book—First Quarter 2019

Get a comprehensive, at-a-glance review of the fundamental, technical, and structural market metrics driving today’s municipal bond market.

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Apr 24, 2019 Research Alliance Emerging Market Stocks Still Have Room to Run—Thornburg

Despite sprinting higher so far this year, developing country equities appear well positioned to sustain their momentum, and with less volatility.

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