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Alternatives

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

Mar 30, 2020 Research Alliance Market Volatility Update March 30, 2020—Parametric

Updates on the state of the financial markets. This week: ADR spreads on the move. Plus: Can options help investors capitalize on volatility?

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Mar 10, 2020 Research Alliance To Capture the Volatility Risk Premium, Patience Is a Virtue—Parametric

If you have the patience, the odds for a strong volatility risk premium in 2020 are in your favor.

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Aug 22, 2019 Managed Futures Performing Well in 2019

Managed futures have been performing well this year. The primary explanation of what’s driving performance this year is being long rates/fixed-income.

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Aug 16, 2019 Research Alliance Convertible Bonds: An Underappreciated Source of Alpha—Osterweis

Although most investors ignore the opportunities presented by these flexible fixed income securities, they are an integral component of our strategy.

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Aug 05, 2019 Research Alliance Putting the Short Back in Long/Short Strategies—Thornburg

A long/short equity strategy can help mitigate volatility and provide a differentiated return stream. But, there are issues to consider.

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Apr 20, 2019 ETFs for the Alternative Space?

We’ve looked at a few ETFs in the alternatives space, and there are a few problems: low investability, narrow focus, and poor performance.

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Dec 06, 2018 Research Alliance How Do Options Work? An Illustrated Guide—Parametric Portfolio Associates

You’ve heard of options, but what exactly are they? Puts and calls may seem complicated, but they don’t have to be intimidating. Here’s a plain-English explanation.

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Sep 06, 2018 Research Alliance Liquid Alternatives: Is There Such a Thing as a Free Lunch?—Parametric Portfolio Associates

In this post we look at why these vehicles may provide many investors with what they seek: something for nothing.

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Jul 19, 2018 Research Alliance A Fix for the VIX?—Parametric Portfolio Associates

Volatilité, as the World Cup champion French say, is back in the news. Amid questions about manipulation, the Cboe Volatility Index—popularly known as the "fear gauge"—is making a few changes. Will they instill more confidence? Voilà: What to expect—and what it might mean for investors.

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May 10, 2018 Litman Gregory First Quarter 2018 Research Q&A

Each quarter, we address questions from clients and advisors about our investment views, long-term strategy, and current positioning. Below, we discuss some of the key topics coming out of the first quarter: tariffs and trade wars, portfolio positioning, investing new client money in a volatile market, and more.

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