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

May 24, 2018 Research Alliance Can You Help Me Make Sense of this Market?—J.P. Morgan

Nobody ever said late-cycle investing should be easy, and investors have been dealt a difficult hand so far this year; however, there are still opportunities.

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May 22, 2018 Research Alliance J.P. Morgan Second Quarter 2018 Global Equity Views

Quarterly investment outlook from the Global Equity team.

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May 22, 2018 Research Alliance Active and Passive Investing: The Long-Run Evidence—AQR Funds

Our study shows that the long-run evidence on collective active manager performance appears surprisingly good.

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May 21, 2018 Research Alliance J.P. Morgan Weekly Strategy Report

The report examines yield curve signals; the team sees a low risk of curve inversion, a signal to de-risk, in the near term and maintains a moderately positive stock-bond view.

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May 21, 2018 Research Alliance J.P. Morgan Weekly Market Recap

This week's chart and thought highlight retail sales and the economic outlook.

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May 18, 2018 Research Alliance The Drivers and Challenges of Sustainable Investing—OppenheimerFunds

Sustainable investing is a growing but highly nuanced space that requires close analysis.

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May 18, 2018 Research Alliance What Investors Need to Know About the Muni Markup Rule—Eaton Vance

Individuals will be getting more transparency on muni markups, and some may end up surprised by how much they're paying.

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May 17, 2018 Research Alliance Emerging or Developed? One China, Two Narratives—Parametric Portfolio Associates

On the eve of China A-shares' inclusion in MSCI's indexes, now's a good time to look at why China's economy may be considered developed-but its equity markets are anything but.

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May 17, 2018 Research Alliance Bumps in The Road? Curve Inversions, Bond Vigilantes and China—Thornburg

Global fixed-income portfolio manager Jeff Klingelhofer, CFA, discusses an inverted yield curve, potential resurgence of bond vigilantes, and talk of a Chinese sale of U.S. Treasurys.

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May 17, 2018 Research Alliance Implementing Smart Beta Strategies: Key Questions Answered—OppenheimerFunds

RIAs’ commonly asked questions about adding smart beta strategies to portfolios answered.

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