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

Oct 19, 2017 Third Quarter 2017 Research Call Replay

This is a replay of our third quarter 2017 Litman Gregory research team webcast, held October 19, 2017. Topics covered (among others): the global economy, stock valuations, alternative strategies, and our latest manager due diligence.

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Oct 19, 2017 Research Alliance The Crash of '87 Was 30 Years Ago Today—OppenheimerFunds

The New York stock market crash of 1987 happened 30 years ago today when, on October 19, the Dow Jones Industrial Average plunged by a then-record 508 points—a 22% decline in the index.

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Oct 18, 2017 Research Alliance Falling Correlations Put Stock-Specific Attributes in Driver’s Seat—Thornburg Investment Management

Low market correlations make it easier for active portfolio managers to stand out—positively or negatively. But what matters most is how a portfolio of select stocks performs through market cycles, regardless of correlations.

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Oct 17, 2017 Research Alliance There's Value in Volatility. Are You Capturing It?—Parametric Portfolio Associates

Find out how we harness the volatility risk premium to produce unique risk-return profiles without the normal concerns about liquidity, leverage, and cost. This is just one way that we approach non-traditional alpha.

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Oct 17, 2017 Research Alliance Watching for Weakness in a Time of Strong Fundamentals—Guggenheim Investments

As high-yield spreads and yields approach historical lows, it is becoming increasingly important to avoid sectors and issuers that are unlikely to return full principal or satisfy interest payments for the life of the bond.

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Oct 10, 2017 Research Alliance What Brazil Taught Us About Allocating to Emerging Markets—Parametric Portfolio Associates

See how Brazil's challenges in 2015 and 2016 put a spotlight on concentration risk in emerging-market indexes and showed that it can be unrewarded.

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Oct 09, 2017 Research Alliance A New Era of Investment Opportunities Dawns—Thornburg Investment Management

India has implemented measures that combined should generate a surge in economic growth, corporate earnings, and double-digit annualized stock returns over the next decade.

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Oct 04, 2017 Third Quarter 2017 Investment Commentary

In this quarter's commentary, we highlight a few of the positive global economic indicators in support of a synchronized growth recovery. But, as always, stock market corrections can happen any time despite the global economy’s current health, and investors should prepare themselves for market dips and drops along the way.

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Sep 28, 2017 Research Alliance Stocks for the Long Run? Not Now—Guggenheim Investments

Our analysis shows that based on current valuations, U.S. equity investors are likely to be disappointed after the next 10 years. Over the long run, better relative value will likely be found in fixed-income and non-U.S. equities.

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Sep 26, 2017 Research Alliance Collaborative Process Key for Thornburg—Thornburg Investment Management

CEO Jason Brady talks about active management vs. passive investing, the advantages of having a collaborative investment team under the same roof, and why Santa Fe is ideal headquarters for an investment management firm.

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