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

Sep 23, 2018 Research Alliance Baron Emerging Markets Third Quarter 2018 Update Call Replay

In case you missed it, a replay of the most recent update with Michael Kass is available now.

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Aug 21, 2018 Research Alliance A Call for Global Dividend Investing—OppenheimerFunds

The economic and interest rate picture in international markets may attract dividend investors.

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Aug 10, 2018 Research Alliance Artisan Thematic Team July 2018 Webcast Replay

Portfolio manager Christopher Smith discusses the Artisan Partners Thematic Team's unique approach to capitalizing on multiyear thematic trends.

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Aug 09, 2018 Research Alliance Artisan Developing World Fund July 2018 Webcast Replay

Lewis Kaufman, portfolio manager of Artisan Developing World Fund, discusses his team’s investment process, portfolio positioning, where he is finding the most attractive opportunities, and the current market environment.

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Jul 10, 2018 Research Alliance Searching for the Next Big Investment Idea—OppenheimerFunds

Why virtual reality, electric cars and healthcare have portfolio manager Frank Jennings’s attention.

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Jun 14, 2018 Research Alliance Hedging Foreign Currency Exposure vs. Accepting Foreign Currency Risk—Thornburg

Many forces undercut and bolster the greenback. Rather than accepting unknown risk around its near- or long-term direction, dollar-based equity investors may be better served using currency hedges so they can focus more on the individual merits of overseas securities.

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Jun 12, 2018 Research Alliance Italy’s Politics Drives a Wedge Between Its Stocks and Sovereign Bonds—Thornburg

Risk to the euro resurfaces in an unlikely governing coalition and challenging economic agenda, but Italy’s top stocks don’t face the same perils as its government bonds.

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Jun 05, 2018 Research Alliance Do You Own Enough International Stocks?—OppenheimerFunds

We find many investors to be chronically underweight international stocks.

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May 31, 2018 Research Alliance Portfolio Allocation When Safe Havens Get Stormy—Thornburg

High-quality bonds and defensive stocks are on the ropes. And U.S. blue-chips look poised to roll over, if history is any guide. But what if it isn’t?

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May 22, 2018 Research Alliance Active and Passive Investing: The Long-Run Evidence—AQR

Active managers have faced challenging years of late. However, our study shows that the long-run evidence on collective active manager performance from several databases appears surprisingly good.

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