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

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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Jan 29, 2019 Research Alliance Why RIAs Should Consider Private Credit—OppenheimerFunds

Private credit strategies may help portfolios withstand a low-yield, rising rates environment.

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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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Jul 16, 2018 Research Alliance Getting Ahead of the Curve With Alternatives—Thornburg Investment Management

Portfolio manager Connor Browne tells Bloomberg Radio that while the economy is still strong, investors should plan ahead before the next equity downturn, and alternatives could make a lot of sense in portfolios today.

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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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