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

Dec 14, 2017 An Operational Viewpoint on Integrating Separately Managed Accounts

Earlier this year, we began offering Parametric’s Tax-Managed Custom Core Separately Managed Accounts to our wealth management clients. We are now sharing our experience from an operations perspective through a conversation with Litman Gregory’s director of operations, Tisha Ehrenberger.

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Dec 14, 2017 Research Alliance The Yuan and the Truth About Emerging Markets Currencies—Parametric Portfolio Associates

While the Chinese yuan seems to be on quite the roller-coaster ride, it does help provide a lesson in the value of maintaining a healthy dose of skepticism when it comes to "managed" emerging-market currencies.

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Dec 06, 2017 Research Alliance What’s in a (Socially Responsible Investing) Screen?—Parametric Portfolio Associates

What does a basket of fruit have to do with socially responsible investing? Read our latest blog to learn more about how to use screens in portfolio construction for socially conscious investors.

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Dec 07, 2017 Research Alliance OppenheimerFunds 2018 Outlook: We're Not There Yet But We're Getting Closer

The classic signs of the end of a business cycle are not currently evident but we are getting closer.

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Dec 03, 2017 Research Alliance Emerging Market Performance Dispersion Set to Rise After Strong 2017—Thornburg Investment Management

Emerging markets have benefited from both improving fundamentals and bullish sentiment driving inflows to the asset class. Individual country risks, however, are poised to rise. Be selective.

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Nov 29, 2017 Research Alliance Forecasting the Next Recession—Guggenheim Investments

Predicting recessions well in advance is notoriously difficult, but we believe our Recession Dashboard and Recession Probability Model make it possible to get an early read on when the next recession will begin by analyzing the late-cycle behavior of several key economic and market indicators.

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Nov 22, 2017 Research Alliance A Megatrend is Underway—Thornburg Investment Management

Lately, investors have been focused on headlines about China’s twice-a-decade congress reshuffling, looking for signs of leadership changes to come in the world’s second-largest economy. But a different kind of leadership change in China is well underway—and investors should take note.

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Nov 21, 2017 Research Alliance Making Sense of the Currency Effect in Foreign Equities Investing—Thornburg Investment Management

U.S. investors in international markets would be well advised to understand the impact that currency fluctuations have on their international portfolio.

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Nov 20, 2017 Research Alliance From China's New Growth Drivers to Europe's Opportunities Beneath the Headlines—Thornburg Investment Management

China’s economic rebalancing is happening at breakneck speed.

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Nov 15, 2017 Research Alliance Tax Legislation: What You Need to Know About FIFO—Parametric Portfolio Associates

While all the provisions are still being debated, we think this tax proposal highlights the importance of a systematic tax-management approach all year long. Read our latest post to get caught up on what we know so far, why we think it's happening now, and what it could mean for the future of tax management.

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