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

Mar 21, 2019 Research Alliance Video: Q&A with Carl Kaufman and Eddy Vataru—Osterweis Capital Management

In this short interview, Carl Kaufman, our Co-CEO, asks Eddy Vataru, lead portfolio manager of our Total Return Fund (OSTRX), to share his views about the investment-grade fixed-income market, including the significance of an inverted yield curve, the state of the BBB sector, and the likely direction of interest rates.

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Mar 21, 2019 Research Alliance Rerating the Judgment Factor Amid Smart Beta’s Derating—Thornburg

Turns out price matters for excess returns, and that what’s worked before doesn’t necessarily persist into the future. “Many factors aren’t real.”

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Mar 20, 2019 Research Alliance “March”ing Out Like a Lamb—WisdomTree

Is the Federal Reserve leaving March by “going out like a lamb?” Kevin Flanagan discusses the outcome of this week’s FOMC meeting.

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Mar 21, 2019 Research Alliance Infographic: 2018 Tax Refunds—Eaton Vance

Curious about the impact of the new tax bill on your clients’ refunds? Check out this infographic.

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Mar 14, 2019 Research Alliance Addressing Climate Change Through Fixed-Income—Wells Fargo Asset Management

WFAM’s fixed-income roundtable discusses market opportunities that can help create a climate-resilient world.

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Mar 14, 2019 Research Alliance Investment Taxes: Don’t Ignore the Tail—Parametric Portfolio Associates

Don’t think the tax tail should wag the investment dog? A look at the data from 2018 may change your thinking—and your choice of animal metaphors.

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Mar 11, 2019 Research Alliance An Interesting Retrospective on Factors Performance—Wells Fargo Asset Management

In 2018 we saw a full cycle which tells an interesting story about factor performance.

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Mar 11, 2019 Research Alliance Leading Family Wealth Conversations —Wells Fargo Asset Management

Talking about money is never easy, but serving as a trusted guide can help families preserve their legacy.

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Mar 08, 2019 Research Alliance Deciphering U.S. Economic Signals —Wells Fargo Investment Institute

What impact might trade policy, slowing economic growth, and central bank actions have for investors?

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Mar 07, 2019 Research Alliance What Investors Can Do About Human Trafficking—Parametric Portfolio Associates

Modern-day slavery. Forced labor. Whatever you call it, human trafficking is a stubborn problem to solve. But investors can help—and keep it out of their portfolios.

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