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

Apr 23, 2019 Research Alliance Can I Get a Refund?—WisdomTree

With another April 15 tax date come and gone, Kevin Flanagan asks: How did individual filers make out for the 2019 season versus a year ago?

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Apr 22, 2019 Research Alliance SALT in the Wounds Supports Record Muni Inflows—Eaton Vance

The focus in the muni market turns now to taxes, with many high tax bracket investors feeling the impact of the state and local tax (SALT) deduction cap. How has the SALT cap impacted muni demand in high-tax states? See the latest Advisory Blog post from Nisha Patel, CFA.

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Apr 22, 2019 Research Alliance India Elections & Markets: Behind the Markets Special Edition—WisdomTree

Jeremy Schwartz, Gaurav Sinha, and Srinivas Thiruvadanthai discuss India’s general elections.

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Apr 21, 2019 Research Alliance How to Manage Rising Volatility—WisdomTree

Experienced investors usually do not confuse lack of market volatility with stability. Markets are inherently volatile, which can lurk behind the prevailing calm. Gaurav Sinha discusses a strategy that seeks to provide total returns with lower volatility and higher diversification.

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Apr 20, 2019 ETFs for the Alternative Space?

We’ve looked at a few ETFs in the alternatives space, and there are a few problems: low investability, narrow focus, and poor performance.

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Apr 19, 2019 Research Alliance Eaton Vance Municipal Bond Market Insight—April 2019

It was quite a quarter for all markets performance-wise. The focus in the municipal bond market turns now to taxes. With many high tax bracket investors feeling the impact of the state and local tax deduction cap, will inflows remain strong? Get the latest insights from the Eaton Vance TABS team.

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Apr 19, 2019 Research Alliance What Do You Mean I'm Out of Money?—Osterweis Capital Management

While it is difficult to accurately forecast the timing of the next recession, we believe that growth will remain slow but positive.

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Apr 19, 2019 Research Alliance It's Our Turn—Osterweis Capital Management Total Return Market Outlook

Looking forward, we are loath to invest in the belly of the yield curve—specifically maturities between three and seven years.

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Apr 18, 2019 Research Alliance ESG in Emerging Markets—Artisan Partners

Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson discusses her team's differentiated perspective on identifying ESG opportunities in emerging economies.

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Apr 18, 2019 Research Alliance March Jobs Report is a Goldilocks Number for the Fed—Eaton Vance

U.S. payroll growth returned to form in March with the economy adding 196k jobs, a bit above the 177k consensus. As far as the Fed goes, this is a perfect Goldilocks number—not too hot and not too cold.

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