HOME     Research


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

Sep 09, 2019 Research Alliance State Owned Enterprises: The Principal-Agent Problem—WisdomTree

We were far from the first to identify the negative impact of the state-ownership structure on shareholders.

Read more
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.

Read more
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?

Read more
Sep 06, 2019 Research Alliance Why We’re Bullish on Cloud Computing—WisdomTree

Cloud adoption is taking place across the broader economy, and we believe investors may want to make the “shift to cloud” in their portfolios.

Read more
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.

Read more
Sep 05, 2019 Research Alliance Finding Sustainable Growth in Financial Exchanges—Artisan Partners

Artisan Partners Global Equity Team discusses the sustainable growth opportunities it's finding in the consolidated global financial exchanges industry.

Read more
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?

Read more
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.

Read more
Sep 04, 2019 Research Alliance Welcome to the Party, Powell?—WisdomTree

Based on “Fedspeak” surrounding the recent Jackson Hole conference, it appears as if there is some division among the policy makers on what the next step will be. Kevin Flanagan discusses the possible outcomes.

Read more
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.

Read more


Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.