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

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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May 02, 2019 Research Alliance Economic Insight: Outlook for the Rest of 2019—Eaton Vance

Recent data suggest that the U.S. economy lost some of its positive momentum in Q1. However, we expect the economy to strengthen in Q2 and remain on solid ground throughout the rest of 2019. Time to be cautious? See the latest Impact Blog post from Calvert’s Vishal Khanduja and Brian Ellis.

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May 01, 2019 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Q1 2019 Advisor Webinar Replay

If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.

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Apr 29, 2019 Research Alliance How Close Are We to a U.S.–China Trade Deal?—WisdomTree

Today marks the 298th day of the U.S.-China trade war. Through examination of both Western and Chinese media reports, we believe a trade deal is likely to occur over the next month. Jianing Wu outlines the progress made and how to position your portfolio.

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Apr 29, 2019 Research Alliance The Next Step for the Fed Could Be a Hike—Guggenheim Investments

Continued growth will ultimately lead the Fed to increase rates again. The only questions are when and can anything derail this scenario.

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Apr 26, 2019 Research Alliance Infographic: Will Wage Growth Finally Trigger Inflation?—Eaton Vance

How could rising wages trigger inflation, and how could it affect investors? See our latest Advisory Blog infographic.

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Apr 26, 2019 Research Alliance A New Paradigm for Stocks: Digital vs. Decline, Not Growth vs. Value—Osterweis Capital Management

As the influence of technology continues to increase, we believe investors need to reconsider the relevance of both the traditional style matrix and sector classifications.

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Apr 21, 2019 Research Alliance How to Manage Rising Volatility—WisdomTree

Experienced investors usually do not confuse lack of market volatility with stability. Markets are inherently volatile, which can lurk behind the prevailing calm. Gaurav Sinha discusses a strategy that seeks to provide total returns with lower volatility and higher diversification.

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Apr 18, 2019 Research Alliance March Jobs Report is a Goldilocks Number for the Fed—Eaton Vance

U.S. payroll growth returned to form in March with the economy adding 196k jobs, a bit above the 177k consensus. As far as the Fed goes, this is a perfect Goldilocks number—not too hot and not too cold.

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Apr 18, 2019 Research Alliance Are There Cannabis Stocks in Your Portfolio? Here’s the Straight Dope—Parametric

As marijuana legalization expands and as investment grows in the industry, cannabis stocks’ footprint in the major equity indexes remains small. But that could change.

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