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

May 16, 2019 Research Alliance "Game of Loans" Webcast Replay—Eaton Vance

Watch the replay of our recent floating-rate loans webinar.

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May 15, 2019 Research Alliance Proxy-Voting Records: Where the Rubber Meets the Road—Eaton Vance

How does Calvert buck the status quo and turn proxy engagement into measurable impact?

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May 14, 2019 Research Alliance Separating Signal from Noise in Today's Loan Market Headlines—Eaton Vance

Loan fund investors have moved away from our asset class in recent months, despite a sound fundamental picture and a risk/return proposition that has drawn consistent and ongoing institutional buyership. Why?

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May 14, 2019 Research Alliance Smaller Muni SMAs Leave a Bad Taste in SALT-Seasoned Market—Thornburg

Big-ticket, ultra-short notes force muni SMAs with low minimums to buy longer-term paper at rich prices, likely giving clients more heartburn than total return.

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May 13, 2019 Research Alliance Why Stop at 65 Times Earnings?—WisdomTree

Amazon bulls point to the company’s impressive 91% annual earnings growth in the three years ending 2018. But that may be the company’s Achilles’ heel. Jeff Weniger explains why our core large-cap strategy underweights Big Tech.

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May 10, 2019 Research Alliance What's Performing in China?—WisdomTree

While we remain optimistic that a U.S.–China trade deal will ultimately be reached, investors need greater transparency into what’s performing (or not) in the Chinese equity market. Using the tools that we’ve created, Alejandro Saltiel breaks down performance by a variety of factors including share class.

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May 09, 2019 Research Alliance “Barbell”ing Can Get the Job Done—WisdomTree

Kevin Flanagan offers fixed income investors a strategic solution designed to help navigate the choppy waters that could potentially loom ahead without making a “high-conviction bet” on where rates are headed.

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May 09, 2019 Research Alliance Is Tax-Loss Harvesting Right for Your Clients?—Parametric

More and more asset managers and advisory platforms are marketing tax-loss harvesting to more and more investors. A bit of caution might be in order.

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May 08, 2019 Research Alliance How the Innovation Factor Can Help Both Portfolios and Economic Growth—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz spoke with Chris Jones and Anne Marie Knott.

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May 07, 2019 Research Alliance U.S.-Japan Trade Deal Could Trigger a Rally—WisdomTree

President Trump’s upcoming visit to Japan at the end of the month is very likely to bring a successful resolution of a U.S.-Japan bilateral trade agreement. If we get similar positive news from the U.S.-China trade front, Japan in general and exporters in particular are likely to outperform. Jesper Koll elaborates.

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