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

Sep 05, 2019 Research Alliance High Loan Yields Signal a Buying Opportunity—Eaton Vance

Loans are currently the highest-yielding major credit asset class – eclipsing both emerging-markets debt and high-yield bonds. Is today an attractive entry point for investing in loans? Our latest whitepaper can provide some insight.

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Sep 05, 2019 Research Alliance ESG Investing in Emerging Markets: Proceed with Caution—Parametric Portfolio Associates

Emerging market companies have different standards for ESG issues. What does this mean for investing in emerging markets if you’re a responsible investor?

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Sep 05, 2019 Research Alliance Transforming How We Work—Artisan Partners

Here, the team discusses compelling opportunities it is finding among companies finding ways to transform how we work.

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Sep 04, 2019 Research Alliance Sustainable Funds Start Strong in 2019, Morningstar Reports—Eaton Vance

U.S. sustainable mutual funds and exchange-traded funds (ETFs) are off to an impressive start for the first half of 2019 and momentum for ESG investing appears here to stay.

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Sep 04, 2019 Research Alliance Industrial Process Innovation—Artisan Partners

Currently, the team has identified a number of compelling secular trends that it believes are catalysts for profit acceleration and that will drive growth for some time to come. In this article, the team discusses one of those trends—industrial process innovation.

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Sep 03, 2019 Research Alliance Internal Change Catalysts—Artisan Partners

Here, the team discusses key attributes it looks for in identifying franchises that it believes can enjoy a long-term profit cycle, due primarily to compelling internal change catalysts.

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Aug 30, 2019 Research Alliance Health Care Innovation—Artisan Partners

The Growth team shares its views on the evolution of the health care industry and opportunities it is finding in harnessing this trend.

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Aug 29, 2019 Research Alliance What Sustainability Means to Us—Artisan Partners

For us, sustainability is about the future and implies success over time.

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Aug 27, 2019 Research Alliance Reemergence of Earnings Growth—Artisan Partners

Portfolio manager Maria Negrete-Gruson discusses a key inflection point the team has identified in the profitability of several emerging-market companies.

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Aug 26, 2019 Research Alliance The Digital Payments Revolution—Artisan Partners

A discussion with Artisan Partners Growth Team portfolio managers Jim Hamel, Jason White, Matt Kamm, and Craigh Cepukenas.

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