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

Aug 23, 2018 Research Alliance Increasing Exposure to MLPs—OppenheimerFunds

Improved long-term fundamentals, and cyclical and near-term catalysts may boost MLPs.

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Jul 26, 2018 Research Alliance Are You Prepared for Unexpected Inflation?—Parametric Portfolio Associates

Is inflation still in check? Check. But is it up? Yup. If it spikes unexpectedly, will your portfolio be prepared to ride out the turbulence? We look at one particular asset class that may help diversify your holdings, reduce risk, and soothe inflation's sting.

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Jul 11, 2018 Research Alliance Oil Price Shifts Into Overdrive—Thornburg Investment Management

Supply and demand dynamics, along with political fuel injection, may keep crude prices running hot.

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May 24, 2018 Research Alliance Trump’s Decision to Exit from Iran Pact Boosts Energy Sector—American Century Investments

The energy sector got an extra boost from President Trump’s decision to remove the United States from the Iran nuclear deal.

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Feb 27, 2018 Research Alliance Finding Value in the Energy Sector: 2018 Edition—American Century Investments

Read our perspective on being overweight in the energy sector. The overweight has been a cause of recent underperformance, but we believe it is an embedded source of future alpha for our strategies.

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Feb 22, 2018 Research Alliance Will 2018 be a Breakout Year for Commodities?—Parametric Portfolio Associates

The current stage of the economic cycle favors commodities. As does the weakening U.S. dollar.

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Jan 29, 2018 Litman Gregory Fourth Quarter 2017 Research Q&A

In this quarter's Research Q&A, we discuss inflation, a curve-steepening fixed-income scenario, the U.S. dollar’s valuation, the effect of rising rates on arbitrage, and the recent performance of major equity factors and styles.

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Jan 18, 2018 Research Alliance Guess What Delivered in Spades in Thornburg’s Internal 2017 Competition?—Thornburg Investment Management

In 2017, the winner was Sean Sun, whose three picks included bitcoin. Here are his thoughts on bitcoin and the blockchain.

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Dec 19, 2017 The Bitcoin Craze is Speculation, Not Investing

We’ve been getting some questions from clients and advisors about bitcoin. Our general view is that betting on bitcoin and other cryptocurrencies is speculation, not investing.

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Oct 05, 2017 Research Alliance Exploring the Energy Market Impact of Tropical Storms—Wells Fargo Asset Management

2005 versus 2017: How energy markets have responded to weather events and why the biggest risks could come down to refining, not producing.

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