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

Aug 15, 2018 Research Alliance Hazards of the Next Two Years—Guggenheim Investments

In this five-part video series, Brian Smedley, Head of Macroeconomic and Investment Research, discusses on Asset TV how investors can navigate a broad range of market risks as we approach the end of the current business cycle.

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Aug 09, 2018 Research Alliance Wash Sales: How to Keep Your Tax Losses from Shrinking—Parametric Portfolio Associates

In this post we unload what you need to know about wash sales to avoid being hung out to dry.

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Aug 03, 2018 Research Alliance Centralized Portfolio Management: The Power of One—Parametric

More isn't always more, especially when it comes to portfolio managers. Multiple managers can introduce redundant trades, greater turnover, and reduced tax efficiency.

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Jul 23, 2018 Research Alliance Inflation Continues to Climb: We Expect Rates to Follow—Osterweis Capital Management

With or without a trade war, inflation continues to grind higher and interest rates are likely to follow.

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Jul 20, 2018 Research Alliance Investors Should Not Ignore the Risks of a Trade War—Guggenheim Investments

Scott Minerd, Chairman of Investments and Global CIO, joins CNBC to warn that the negative economic consequences of a protracted trade war could lead to an equity market correction.

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Jul 18, 2018 Research Alliance No One Wins a Trade War—Guggenheim Investments

If you want to see who the real victims of tariffs are, go look in the mirror.

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Jul 05, 2018 Research Alliance A Closer Read of the DOL’s ESG Guidelines—Parametric Portfolio Associates

Can fiduciaries take ESG factors into account when they invest plan funds? Many interpreted the Department of Labor’s April bulletin as a firm no. But the answer isn’t quite that simple. In our latest blog post, we get beyond the headlines and explore the deeper question that lies at the heart of the debate.

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Jul 09, 2018 Protectionism, Trade Wars, and the Emerging Markets

We share an internal memo from the time of President Trump's election regarding emerging markets and protectionism concerns, updated with more current analysis and data. For now, we remain confident in having a modest tactical overweight to emerging markets.

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Jun 28, 2018 Research Alliance Domino Theory: The Trouble with Trade Wars—Parametric Portfolio Associates

As the world's two biggest economies exchange tariff blows, what would a full-fledged US-China trade war look like for emerging-market equities—and for US consumers? We examine how the trade spat could cause three things to tip in sequence.

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Jun 25, 2018 360 Views Webinar Replay: Implementing ESG Strategies

Hear a replay of AdvisorIntelligence's 360 Views Webinar on implementing ESG strategies featuring speakers from OppenheimerFunds and Parametric Portfolio Associates, moderated by Litman Gregory's Chad Perbeck, CIMA®.

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