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

Jul 12, 2018 Research Alliance Monetizing Innovation in Emerging Markets—OppenheimerFunds

We look to emerging markets to capitalize on tomorrow’s transformation.

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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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Jul 10, 2018 Research Alliance Solving the Core Fixed-Income Conundrum Video—Guggenheim Investments

Anne Walsh, Chief Investment Officer for Fixed Income, shares insights on the fixed-income market and explains the Guggenheim approach to solving the Core Conundrum.

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Jul 09, 2018 Research Alliance Solving the Core Fixed-Income Conundrum—Guggenheim Investments

Shortening duration, maintaining an investment-grade portfolio, and generating attractive yields do not have to be competing investment objectives for core fixed-income investors.

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Jul 06, 2018 Research Alliance Emerging Markets Rise, Fall, Repeat—Thornburg Investment Management

Emerging-market stocks are trading near bear market territory, but that’s par for the course for longer-run, rising returns.

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Jul 09, 2018 Protectionism, Trade Wars, and the Emerging Markets

We share an internal memo from the time of President Trump's election regarding emerging markets and protectionism concerns, updated with more current analysis and data. For now, we remain confident in having a modest tactical overweight to emerging markets.

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Jun 28, 2018 Research Alliance Domino Theory: The Trouble with Trade Wars—Parametric Portfolio Associates

As the world's two biggest economies exchange tariff blows, what would a full-fledged US-China trade war look like for emerging-market equities—and for US consumers? We examine how the trade spat could cause three things to tip in sequence.

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Jun 25, 2018 Research Alliance The Beautiful Game—Thornburg Investment Management

Team performance matters more than star players or a large resource base. And in a rapidly changing world, Totaalvoetbal can help teams adapt.

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Jun 25, 2018 Research Alliance Argentina’s Capital Markets: From Hero to Goat—Parametric Portfolio Associates

Argentina might once have cried for Evita Perón, but these days the nation—as its economy once again takes a siesta after a few overcaffeinated years—has much more to be sad about. What can we learn from its experience? And how can you prevent a single country from distorting your emerging-markets portfolio?

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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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