HOME     Research

Research

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

Aug 29, 2019 Research Alliance What Sustainability Means to Us—Artisan Partners

For us, sustainability is about the future and implies success over time.

Read more
Apr 11, 2019 Research Alliance Faith-Based Investing—Parametric Portfolio Associates

Whether you approach investing with a faith-based lens or not, your long-term goals are likely not all that different. Here’s why.

Read more
Apr 03, 2019 Research Alliance Did the Fed Cut Rates without Telling Anyone?—WisdomTree

After the March Fed meeting, no more rate hikes appeared to be in the offing for 2019, so naturally, the only place to go from there would be rate cuts. Kevin Flanagan analyzes the Treasury yields that look more like the Fed already cut rates but forgot to tell anyone.

Read more
Mar 28, 2019 Research Alliance Brexit, Tariffs, and Their Effect on Equity Markets—Parametric Portfolio Associates

As the Brexit debate roils Britain and the EU, what does trade uncertainty portend for global growth—and for the longest bull market in history?

Read more
Mar 27, 2019 Research Alliance The New Plastics Economy: Tackling Ocean Pollution—Eaton Vance

Our oceans are under attack from the approximately 9 million tons of plastic discarded in seas annually. With this reality comes the need for innovative business solutions from companies working to address major environmental issues.

Read more
Mar 21, 2019 Research Alliance Video: Q&A with Carl Kaufman and Eddy Vataru—Osterweis Capital Management

In this short interview, Carl Kaufman, our Co-CEO, asks Eddy Vataru, lead portfolio manager of our Total Return Fund (OSTRX), to share his views about the investment-grade fixed-income market, including the significance of an inverted yield curve, the state of the BBB sector, and the likely direction of interest rates.

Read more
Mar 21, 2019 Research Alliance Rerating the Judgment Factor Amid Smart Beta’s Derating—Thornburg

Turns out price matters for excess returns, and that what’s worked before doesn’t necessarily persist into the future. “Many factors aren’t real.”

Read more
Mar 20, 2019 Research Alliance “March”ing Out Like a Lamb—WisdomTree

Is the Federal Reserve leaving March by “going out like a lamb?” Kevin Flanagan discusses the outcome of this week’s FOMC meeting.

Read more
Mar 21, 2019 Research Alliance Infographic: 2018 Tax Refunds—Eaton Vance

Curious about the impact of the new tax bill on your clients’ refunds? Check out this infographic.

Read more
Mar 14, 2019 Research Alliance Investment Taxes: Don’t Ignore the Tail—Parametric Portfolio Associates

Don’t think the tax tail should wag the investment dog? A look at the data from 2018 may change your thinking—and your choice of animal metaphors.

Read more

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.