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

Sep 18, 2019 Research Alliance Forecasting the Next Recession: Will Rate Cuts Be Enough?—Guggenheim Investments

History shows that once our recession forecast model reaches current levels, aggressive policy can delay recession, but not avoid it.

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Sep 13, 2019 Research Alliance Can Walmart Change the Status Quo of the Country on Guns?—Eaton Vance

Will U.S. politicians support Walmart’s position?

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Sep 12, 2019 Research Alliance Actionable Insights From Alternative Data—Artisan Partners

How do alternative data sources enhance the Artisan Partners Credit Team’s research efforts? Founding portfolio manager Bryan Krug and team uncover insights from nontraditional data to narrow the opportunity set and identify potential investments.

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Sep 12, 2019 Research Alliance New Dynamic Affecting the Bond Market—Eaton Vance

Could negative interest rates be distorting the yield curve as a valid leading indicator?

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Sep 10, 2019 Research Alliance A Case For International Small-Caps—Artisan Partners

Investors may be overlooking the substantial universe of international small-cap stocks—an asset class that has historically provided attractive risk-adjusted returns, faster growth potential and diversification benefits. In addition, in this less-efficient market, active managers have increased opportunity to generate value-added results.

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Sep 10, 2019 Research Alliance Aligned Incentives: Our Key to Navigating the Diverse High Yield Market—Osterweis

In our experience, family-owned private firms and small-to-medium sized public companies are most likely to borrow responsibly and prioritize bondholders ahead of other investors.

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Sep 09, 2019 Research Alliance A Case For Value: A Reason, Not A Season—Artisan Partners

The case for value is a case for prudence, moderation and balance, particularly in a market driven by momentum, excess and imbalance. Investors should consider maintaining value style exposure, especially when it seems most out of favor.

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Sep 09, 2019 Research Alliance What China’s Currency Manipulator Label May Mean for Emerging Markets—Parametric

Now that the Treasury Department has labeled China a currency manipulator, are other emerging market countries in the crosshairs?

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Sep 06, 2019 Research Alliance What Do Declining Mortgage Rates Mean for Refinancing Activity?—Eaton Vance

The average rate on a 30-year fixed-rate mortgage has fallen to 3.73% from 4.51% at the start of the year. This has led to an uptick in mortgage refinancings and an even bigger increase in refi-related news coverage. Will 2019 be like 2003? Read the latest Advisory Blog post on this topic and find out.

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Sep 06, 2019 Research Alliance So You’re Worried About a Recession: Three Ways to Protect Your Portfolio—Parametric Portfolio Associates

An inverted yield curve. A trade war. Slowing job growth. Some say recession warning signs are flashing. What can investors do to prepare?

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