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

Nov 20, 2018 Research Alliance Investing on US Election Results? Caveat Emptor—Thornburg Investment Management

Conventional market wisdom two years ago didn’t look right for long, as gains in industries seen as politically favored faded while one sector expected to suffer quickly rebounded.

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Nov 16, 2018 360 Views Webinar Replay: Multifactor Strategies

Here is a replay of our latest webinar on multifactor strategies with AQR's Adrienne Ross, CFA, and WisdomTree's Jeremy Schwartz, CFA.

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Nov 15, 2018 Research Alliance Nonqualified Dividends: How They’re Taxed and When Not to Worry—Parametric Portfolio Associates

Yes, nonqualified dividends are taxed at a higher rate than qualified dividends. But in some cases paying it is the better option.

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Nov 16, 2018 Research Alliance Retirement Insights—American Century Investments

Advisors and plan sponsors have the power to help employees start earlier and save more for retirement. How? With effective plan features that investors of all ages say they want and need from an employer’s retirement plan. That’s one key finding from our latest research that can help retirement advisors in their practices. Let’s explore others.

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Nov 08, 2018 Research Alliance How Will the Midterm Election Results Impact the Markets?—Parametric Portfolio Associates

How will stocks and bonds react to the midterm election in the coming months? We look at a few likely outcomes.

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Nov 05, 2018 Research Alliance Do ESG Screens Hurt Returns?—Parametric Portfolio Associates

What’s the effect of socially responsible investing on portfolio performance? Turns out, applying ESG screens doesn’t mean sacrificing returns. Here’s why.

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Nov 05, 2018 Research Alliance The Yield Curve Doesn't Lie—Guggenheim Investments

In this update to our recession forecast, we examine the flattening yield curve and conclude that it remains a powerful indicator of coming recession, despite prevailing sentiment to the contrary.

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Oct 26, 2018 Research Alliance Thornburg’s "Perspective on Volatility" Replay

The Fed’s impact on interest rates, and US–China trade relations have concerned investors and sparked recent market volatility. Thornburg has a unique global perspective across asset classes.

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Oct 25, 2018 Research Alliance Why Donating Stock to Charity Beats Giving Cash—Parametric Portfolio Associates

Selling securities to fund end-of-year charitable donations? Why donating stock instead may save you more in taxes—and help you give an even bigger gift.

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Oct 13, 2018 Research Alliance Tax-Loss Harvesting: An Opportunity amid the Calamity—Parametric Portfolio Associates

In a week that saw the S&P 500 Index shed more than 4% of its value, can investors turn a loss into a win?

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