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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 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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Oct 02, 2017 Research Alliance Questions Around Growth, Asset Prices Linger—Thornburg Investment Management

The Federal Reserve’s balance sheet unwind comes amid mixed U.S. data, but the global acceleration in growth and inflation gives it cover to continue normalizing policy and reduce market distortions. The upswing might also give pause to those asserting the death of the Phillips Curve.

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Aug 07, 2017 Research Alliance Are Low Vol ETFs as Smart as They Sound?—Thornburg Investment Management

“Smart Beta” ETFs and their low-volatility ETF progeny may deliver a lower beta against their relevant benchmarks, but they’re not immune to bouts of volatility, and their returns frequently come up short.

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Jul 27, 2017 Research Alliance Ignore the Cassandra Chorus, Rates Won’t Skyrocket—Guggenheim Investments

As pundits point to the recent market selloff as proof rates are about to skyrocket, it is wise to step back and grasp the big picture.

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Jul 28, 2017 Research Alliance Fed Likely to Stay the Course—Guggenheim Investments

A tightening labor market and near-target inflation will keep the Federal Reserve on track even as fiscal policy sputters.

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Jul 06, 2017 Litman Gregory Second Quarter 2017 Investment Commentary

In this quarter’s commentary, we discuss the relative calmness of financial markets despite significant geopolitical uncertainty, the strong performance of both risky assets (stocks) and defensive assets (bonds), and recent market trends favoring our foreign stock investments.

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Jul 07, 2017 Research Alliance The Real Risk is No Perceived Risk—Thornburg Investment Management

Global Fixed Income portfolio manager Jeff Klingelhofer, CFA, offers his unique take on the current divergence between equity and bond markets and future implications for market participants.

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Jun 14, 2017 Research Alliance Parametric CEO Brian Langstraat & Dynasty CIO Scott Welch on WealthTrack—Parametric Portfolio Associates

How to increase your portfolio’s performance by decreasing its tax bite. Tips from tax-advantaged investment pros Brian Langstraat and Scott Welch.

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Jun 12, 2017 Research Alliance OppenheimerFunds Mid Year 2017 Outlook

Heading into the second half of 2017, we believe the elongated U.S. credit and business cycle—currently eight years old and counting—will continue through the end of the year. Yet for the first time in almost a decade, the risks to the global economy are centered in the United States and not in other major world economies.

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