HOME     Research

Research

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

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.

Read more
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.

Read more
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.

Read more
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.

Read more
Dec 06, 2018 Research Alliance Gender and Finance: Bridging the Communications Gap—OppenheimerFunds

Working together with your partner is paramount to financial success.

Read more
Nov 29, 2018 Research Alliance Socially Responsible Investing: What’s in Your Portfolio?—Parametric

You may have stated ESG goals for your portfolio, but do your holdings actually match them? Without proper reporting, it can be hard to know. Here are three things to look for.

Read more
Nov 19, 2018 Research Alliance Chris Davis on the Current Market—Selected Funds

While recent wild market swings may have felt stomach-churning and sent some investors running for cover, Chris Davis, Portfolio Manager and Chairman of Davis Advisors, reminds investors that, “market corrections are the norm, not the exception” and that long-term investors, “should root for more volatility.”

Read more
Nov 27, 2018 Research Alliance Megatrends Podcast Series—OppenheimerFunds

Welcome to Megatrends, a show that explores the investment opportunities beyond our borders.

Read more
Nov 26, 2018 Research Alliance Rising Rates Are Beginning to Bite—Guggenheim Investments

Rising rates are hurting the most rate-sensitive sectors in a preview of the bigger slowdown headed our way.

Read more
Nov 20, 2018 Research Alliance Fixed-Income Outlook: Jogging to the Exits—Guggenheim Investments

Preparing for the market turbulence that typically occurs in the run up to a recession.

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.