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

Mar 06, 2019 Research Alliance U.S. Econ Watch: Searching for Clues—WisdomTree

After at least a month-long delay due to the government shutdown, fixed-income investors have finally been receiving economic data. Kevin Flanagan analyzes the Q4 GDP report.

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Mar 05, 2019 Research Alliance On Sector-Based Research, Machine Learning and Economic Slowdown—WisdomTree

On the latest “Behind the Markets” podcast, Jeremy Schwartz and Liqian Ren talk with Kelvin Zhang and Peter Boockvar.

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Mar 05, 2019 Research Alliance What Is Direct Indexing?—Parametric Portfolio Associates

After the 2019 Inside ETFs conference, a “new” term is suddenly on everyone’s lips. We explain what direct indexing is—and why it’s anything but new to us.

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Mar 04, 2019 Research Alliance Using Arithmetic to Crush Closet Indexers and Fee Scalpers—WisdomTree

If factor investing makes logical sense—and we think it does—the way to operate an ETF business is to have conviction and reasonable fees. Using simple arithmetic, Jeff Weniger calculates the “hurdle rate,” which quantifies how well active selections need to perform to cover their expense ratios.

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Mar 01, 2019 Research Alliance The Beauty of a Rules-Based Approach in Emerging Markets—WisdomTree

Let’s face it, emerging markets are not the easiest topic to discuss in today’s world. Christopher Gannatti explains why that’s exactly why now could be a great time to consider emerging-market equities.

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Feb 22, 2019 Research Alliance Muni Bond Sales Surge as Issuers Ride Demand Wave—Thornburg

Caveat emptor: current technical supply and demand flows favor issuers more than buyers. But diligent, disciplined investors can always find attractively priced, fundamentally sound bonds.

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Feb 18, 2019 Research Alliance How We Did It: Barron's Top 100 Sustainable Companies —Eaton Vance

For the second consecutive year, Barron's asked Calvert to identify companies showing leadership in addressing the environmental, social, and governance (ESG) risks relevant to their operations.

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Feb 15, 2019 Research Alliance A Credit Overview of the Muni Market—Eaton Vance

Every year, Eaton Vance's municipal bond research team ranks all of the U.S. states on their creditworthiness in a report entitled State of the States.

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Feb 15, 2019 Research Alliance Highlights from the 2018 Baron Investment Conference—Baron Funds

View replays of conference presentations.

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Feb 14, 2019 Research Alliance ETFs or Separately Managed Accounts: Which Are Better?—Parametric

ETFs are much loved, but they may not be “the one” for every passive investor.

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