HOME     Research

Research

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

Jan 31, 2018 AdvisorIntelligence 360 Views Webinar Replay: What's Ahead for 2018

Here is a replay of our January 10 360 Views Webinar featuring Michael Kass, portfolio manager, Baron Funds; Maria Giraldo, CFA®, Director and Investment Strategist, Guggenheim; and Tushar Yadava, Vice President, iShares Investment Strategist, BlackRock.

Read more
Jan 30, 2018 Research Alliance Is Cash Getting More Attractive?—Thornburg Investment Management

In today’s environment, CEO Jason Brady says cash is looking more attractive than it has in recent years and investors should look to steady cash-flow generating asset classes over volatile stocks.

Read more
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.

Read more
Jan 26, 2018 Research Alliance Will U.S. Tax Cuts Give "Bang for the Buck" on CapEx?—Thornburg

CEO Jason Brady says some companies might struggle to find new investment avenues in capital spending plans on CNBC Asia’s Squawk Box.

Read more
Jan 25, 2018 Research Alliance Why Samsung Can Be an Apple of Investors’ Eyes—Thornburg

Samsung is no longer a stodgy conglomerate (or chaebol in Korea) that just makes consumer and industrial electronic devices and equipment, along with some home appliances. Its sales of semiconductor chips and panels account for nearly half of total revenues.

Read more
Jan 25, 2018 Research Alliance Socially Responsible Investors Made Waves in 2017—Parametric Portfolio Associates

Interest in socially responsible investing was strong in 2017. What's next for 2018?

Read more
Jan 24, 2018 Research Alliance Davos as Contra-Indicator—Guggenheim Investments

Euphoria at Davos may be a sign that the market melt up may soon begin to cool.

Read more
Jan 05, 2018 Tax Reform and Its Implications for U.S. Stocks

We suspect the U.S. stock market has priced in much of the benefit of tax decreases, but the answer is not straightforward as there are many variables to consider.

Read more
Jan 23, 2018 REITs: A Tough Call in the Face of Rising Rates

We believe REIT fundamentals remain generally healthy, but in today’s rising rate environment, our confidence in how REITs will perform is low. We require an even larger margin of safety when considering a tactical allocation.

Read more
Jan 22, 2018 Research Alliance Tax Reform Moves the Needle on U.S. Corporate Tax Competitiveness—Thornburg

If U.S. tax reform modestly boosts economic growth and deepens the fiscal deficit, its benefits for smaller companies are significant. It also ends incentives that spurred bigger U.S. firms to decamp to lower-tax jurisdictions abroad.

Read more

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.