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

Jan 14, 2019 Suffering Liquidity Withdrawal Syndrome, Market Gets Its Fix—Thornburg

It appears the “Powell Put” has been exercised as the Fed chief declares no “pre-set” course on rates and no “hesitation” to change its balance sheet runoff. But does the economy still need Fed accommodation, or do markets just want it?

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Jan 10, 2019 Research Alliance 2019 Investment Outlook: Exit Sandman—Parametric Portfolio Associates

What can investors expect in 2019—and how can they prepare? In our 2019 investment outlook, we share the global issues keeping us awake at night, from trade wars to monetary policy.

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Jan 10, 2019 Research Alliance Trending Up: US SIF Report Finds $12 Trillion Invested in Sustainable Assets—Eaton Vance

As investors steer more dollars and advocacy toward resolving issues like climate change, human rights and transparency, financial advisors and plan sponsors are noting these key trends.

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Jan 04, 2019 Research Alliance CEO Jason Brady Looks to Fundamentals During Volatility—Thornburg

Thornburg president and CEO Jason Brady says it's important for investors to look at the fundamentals of a company during volatility instead of the headlines in an in-studio interview with Bloomberg TV.

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Jan 02, 2019 Research Alliance Sometimes Meteors Strike the Earth—Guggenheim Investments

What would be a normal seasonal correction is turning into the worst December selloff in equities since the Great Depression.

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Jan 09, 2019 Research Alliance Q&A: Facts and the Future of Factor Investing—OppenheimerFunds

Christopher Polk of the London School of Economics discusses the outlook for quantitative investing.

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Jan 08, 2019 Research Alliance Seeking Income? Here's One Way to Avoid Dividend Traps—OppenheimerFunds

Looking at fundamentals of dividend stocks can help investors avoid unpleasant surprises.

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Jan 07, 2019 Research Alliance The Multi-Asset Team's Views on Asset Allocation (Q1 2019)—OppenheimerFunds

We shifted to overweight emerging market equities versus developed markets.

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Dec 21, 2018 Research Alliance Not Dovish Enough? Thornburg’s Brady on the Fed and Markets—Thornburg

The U.S. Federal Reserve has roiled markets with its latest rate hike and comments from Chair Jerome Powell, who disappointed many investors as insufficiently dovish in his December 19 remarks.

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Dec 20, 2018 Research Alliance For ESG Investors, Is Active Better Than Passive?—Parametric Portfolio Associates

Contrary to what some may think, investing according to your ethical principles doesn’t require an active manager. In fact, there are two distinct advantages for socially responsible investors who adopt a passive strategy.

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