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

Oct 24, 2018 Research Alliance Fed Watch: A Delicate Balancing Act—WisdomTree

In response to the financial crisis and recession, the Fed deployed a new and different part of its arsenal—its balance sheet. What can investors expect next from the Fed in the balance sheet normalization process?

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Oct 23, 2018 Research Alliance Discussing Asia and the Panic in Emerging Markets—WisdomTree

Last week’s “Behind the Markets” podcast highlighted two of the more beaten-down regions on a pure asset price and valuation basis today: Japan and emerging markets. Jeremy Schwartz spoke with Jesper Koll and Edward Cole about the opportunities and the risks.

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Oct 22, 2018 Research Alliance How Muni Ladders May Reduce the Sting of Rising Rates—Eaton Vance

It might feel like a different landscape for investors in municipal bonds after the big moves in yields and prices this past month. Thankfully, they are historically rare. But like the "taper tantrum" of 2013, they can be unnerving when they do happen.

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Oct 22, 2018 Research Alliance Loan and Behold: Floating-Rate Loans for Rising Rates—Eaton Vance

The main driver of year-to-date loan market performance has been the combination of high coupon income, limited credit situations, and healthy supply/demand equilibrium.

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Oct 19, 2018 Research Alliance The Case for Concentrated Portfolios—Osterweis Capital Management

At Osterweis we have always believed that when it comes to investing, focus is more important than breadth. In this paper, John Osterweis, our Chief Investment Officer, and Jim Callinan, lead portfolio manager of our Emerging Opportunity Fund, discuss the advantages of concentrated portfolios.

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Oct 18, 2018 Third Quarter 2018 Research Call Replay

This is a replay of our third quarter 2018 Litman Gregory research team webcast, held October 18, 2018. Topics covered (among others): our equity market views, the value of alternative strategies, our response to Howard Marks's recent memo, Oakmark and Cove Street funds. The presentation slides are available.

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Oct 15, 2018 Research Alliance Managing the Growing Complexities of Practice Management—OppenheimerFunds

Capacity, personnel, and fee issues are making managing RIA practices increasingly complex.

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Oct 14, 2018 Research Alliance Market Volatility Spikes, but What’s “Normal”?—Parametric Portfolio Associates

As investors' stomachs churn in the wake of last week's roller-coaster drop, perspective helps. Also: a way to make a bumpy ride a little smoother.

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Oct 14, 2018 Research Alliance EM Volatility Highlights Need for Different Thinking—Eaton Vance

The new playbook means embracing maximum flexibility to take advantage of the opportunities presented by the large-scale transitions taking place in the economy.

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Oct 14, 2018 Research Alliance Guggenheim Investments High-Yield and Bank Loan Outlook Fourth Quarter 2018 Outlook Report

Factors that have contributed to strong earnings growth this year will fade in 2019 and turn into headwinds in 2020, exposing leveraged corporate borrowers.

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