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Fixed-Income

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

Aug 14, 2019 Research Alliance Pump It Up —WisdomTree

Kevin Flanagan advocates a time-tested fixed-income solution that does not require a “call” on where interest rates may be headed: the barbell strategy.

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Aug 12, 2019 Research Alliance Rethinking Your Income Strategy?—Thornburg

In an era of low interest rates, the right equity dividend strategy can provide the income and total return that investors seek.

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Aug 07, 2019 Research Alliance Eaton Vance Municipal Market Chart Book—Second Quarter 2019

Get a comprehensive, at-a-glance review of the fundamental, technical, and structural market metrics driving today’s municipal bond market.

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Jul 31, 2019 Research Alliance Takeaways for Floating-Rate Loans After the Fed Cut—Eaton Vance

Today's cut appears to be a pre-emptive "insurance"-type policy adjustment to stave off potential slowing for an economy on decidedly solid footing.

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Jul 24, 2019 Research Alliance Past Performance Is Not Indicative of Future Results —WisdomTree

Japanese Prime Minister Shinzō Abe and his ruling coalition won a very comfortable majority, but fell short of gaining the two-thirds supermajority required for fast-track constitutional reform in Sunday’s Upper House election. Jesper Koll outlines the key signposts and challenges immediately ahead for Japan.

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Jul 23, 2019 Research Alliance Eaton Vance Floating-Rate Chart Book—Second Quarter 2019

Use deep market data and impactful charts to help educate investors on this distinctive asset class, provide updates on current loan market conditions and performance, explain the potential role of a floating-rate loan allocation within their portfolios and learn why we’re a loan market leader.

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Jul 18, 2019 Second Quarter 2019 Research Call Replay

Listen to a replay of our second quarter 2019 Litman Gregory research team webinar. Topics covered (among others): macroeconomic conditions, monetary policy, yield curve inversion, expected returns for U.S. and European stocks, alternatives, and fixed income positioning changes. The presentation slides are available at the bottom of the page under Resources.

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Jul 09, 2019 Research Alliance Reality Bites—WisdomTree

The much better-than-expected June jobs report has the money and bond markets—and probably the Federal Reserve as well—in a dither. Kevin Flanagan analyzes the data to bring you back to a post-July 4 reality!

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Jul 09, 2019 Research Alliance For Munis, Understanding Premium Bonds is More Important Now Than Ever—Eaton Vance

Why do premium munis exist (and how do they affect value)? See the latest Advisory Blog post from Christopher Harshman, CFA.

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Jul 03, 2019 Research Alliance No Heavy Lifting Required—WisdomTree

When looking at the money and bond markets these days, they almost seem to be saying to the Fed, “Would you please cut rates already?” Against this backdrop, Kevin Flanagan continues to advocate for a solution designed to help fixed income investors navigate the waters that loom ahead without making a high conviction bet on where rates are headed: the barbell strategy.

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