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

Dec 27, 2018 Tax Trading for Clients: Harder Than It Looks

In a year where nearly everything is down—stocks, bonds, commodities—there were likely a lot of opportunities in our clients’ portfolios to harvest losses. But there are also a lot of considerations.

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Dec 21, 2018 Research Alliance Not Dovish Enough? Thornburg’s Brady on the Fed and Markets—Thornburg

The U.S. Federal Reserve has roiled markets with its latest rate hike and comments from Chair Jerome Powell, who disappointed many investors as insufficiently dovish in his December 19 remarks.

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Dec 20, 2018 Research Alliance For ESG Investors, Is Active Better Than Passive?—Parametric Portfolio Associates

Contrary to what some may think, investing according to your ethical principles doesn’t require an active manager. In fact, there are two distinct advantages for socially responsible investors who adopt a passive strategy.

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Dec 13, 2018 Research Alliance 2018 Baron Investment Conference Recap Replay

You can view replays of these sessions by scrolling to the bottom of our replay center.

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Dec 13, 2018 Research Alliance The Presidential Put, the Powell Put, and China’s New Playbook—Thornburg

Volatility may be masking good economic fundamentals globally, reform efforts in China, and attractive investment opportunities.

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Dec 11, 2018 Research Alliance Parametric Portfolio Associates "Making Market Volatility Work for You" Replay

The replay is now available.

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Dec 10, 2018 Research Alliance U.S. Lands Softly, Converges with Rest of the World—OppenheimerFunds

In short, 2019 will likely be a story of convergence.

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Dec 11, 2018 Research Alliance How RIAs View Key Issues Affecting Their Practices—OppenheimerFunds

RIAs respond to online survey questions about issues affecting their practices.

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Dec 10, 2018 Research Alliance Five Simple Principles of Sustainable Investing—OppenheimerFunds

Keeping a big picture focus is essential to moving toward a more sustainable future.

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Dec 07, 2018 Research Alliance Did Christmas Come Early for Investors This Year?—OppenheimerFunds

Hopes that rate and trade policy issues have been resolved may be premature.

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