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

Apr 05, 2018 Research Alliance Will Trade Skirmishes End the Economic Cycle?—OppenheimerFunds

Tariffs announced thus far are small and unlikely to have a significant impact on growth.

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Apr 04, 2018 Research Alliance How RIAs May Address the Need for Financial Literacy—OppenheimerFunds

Helping clients improve their financial literacy is an increasingly urgent issue for RIAs.

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Mar 26, 2018 Research Alliance When Fiscal and Monetary Policy Collide—Guggenheim Investments

The markets are potentially on a collision course for disaster, brought about by strong fiscal stimulus late in the business cycle. Take the opportunity to trade up in quality and to shorten duration.

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Mar 15, 2018 Research Alliance Tax-Loss Harvesting: What Were the Headline Opportunities in 2017?—Parametric Portfolio Associates

Pockets of weakness in specific sectors—whether temporary or permanent—can be systematically captured for tax losses.

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Mar 09, 2018 Research Alliance Who’s Afraid of Higher Wages Driving Inflation?—Thornburg

Not necessarily the Fed, whose own research suggests wage growth is not a reliable indicator of future inflation. But markets, it appears, aren’t sure what to think.

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Mar 08, 2018 Research Alliance Three Things to Know About Guns and Your Investment Portfolio—Parametric Portfolio Associates

Have recent events made you consider how the gun control conversation affects your portfolio? We outline three options for investors.

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Mar 01, 2018 Research Alliance Navigating the Hidden Pitfalls of Factor Investing—Parametric Portfolio Associates

No one wants constraints, but they are often considered a necessary evil. For example, factor-based investing can introduce unintended bets into a portfolio. We explore how constraints can actually be a critical part of the success of this investment process.

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Feb 22, 2018 Market Turbulence and Central Bank Policy Shifts

Following the recent market turmoil, Litman Gregory chief investment officer Jeremy DeGroot shared his thoughts on the investment environment with an audience of our private wealth management clients. We’ve excerpted his comments here.

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Feb 21, 2018 Research Alliance Walking the Risk Tightrope—Guggenheim Investments

Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.

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Feb 20, 2018 Research Alliance The Market Is Finally Getting the Joke—Guggenheim Investments

Investors are coming to terms with the idea that the Fed will keep raising rates because of inflation and economic pressures.

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