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

Dec 04, 2019 Research Alliance The Bright Side of China’s Equities amid Trade War—Thornburg

China’s GDP is changing, and creating new investment opportunities. Thornburg PM Lei Wang discusses the outlook for Chinese stocks, the market implications of the political turmoil in Hong Kong and prospects for European equities.

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Nov 13, 2019 Research Alliance Do You Need to Worry About 2020?—Thornburg Investment Management

How presidential elections affect returns.

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Nov 01, 2019 Research Alliance Powell Tempers the Fed’s “Hawkish Cut”—Thornburg

While the Fed met expectations in its latest interest rate reduction, it signaled that hikes are a long way off.

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Oct 18, 2019 Research Alliance The Benefits and Risks of Investing in Qualified Opportunity Funds—Parametric

What are the tax benefits of investing in Qualified Opportunity Funds? This blog post assesses the opportunities—and the risks.

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Oct 22, 2019 Research Alliance Passive Voice: As Index Investing Grows, So Does Active Ownership—Parametric

As assets continue to flow from active management to index investing, passive shareholders will still hold companies to account.

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Oct 17, 2019 Research Alliance Snoozefest or a Seismic Shift?—Osterweis Capital Management

Beneath the surface there were seismic shifts in market leadership that suggest investors are becoming increasingly cautious in their positioning.

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Oct 16, 2019 Research Alliance How Low Can Rates Go?—Osterweis Capital Management

The fixed income market benefited in the third quarter as both global growth fears and the trade dispute continued to drive uncertainty in financial markets.

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Oct 16, 2019 Research Alliance Repo Market Rate Spikes, Bank Regulation and the QE Misnomer—Thornburg

Recent stress in repo markets reflect the confluence of a shrunken Fed balance sheet amid steady economic growth and increasing capital and liquidity regulations on banks.

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Oct 17, 2019 Research Alliance Women in Leadership: A Look at Global Corporate and Political Trends—Eaton Vance

How strong is the correlation between innovation and gender-diverse management teams? See this new post from Calvert.

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Oct 08, 2019 Research Alliance Global Water Stress Reaching High-Water Mark—Eaton Vance

Calvert’s Jade Huang and Yijia Chen discuss the firm’s solutions-oriented approach for evaluating near- and longer-term water risk.

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