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

Jul 25, 2019 Research Alliance Can Socially Responsible Investors Raise the Tide for All Investors?—Parametric

Does responsible investing help or hurt returns? We get this question a lot. But there’s another, perhaps more interesting, question that’s also worth exploring.

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Mar 07, 2019 Research Alliance Tax Alpha or the Science of Tax Management—Parametric

Parametric’s tax-managed Custom Core® accounts are designed for investors who want flexible, tax-efficient equity exposure. Additionally, they can provide a focused potential source of loss harvesting that can be used to offset realized capital gains generated elsewhere in their portfolio.

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Oct 15, 2018 Research Alliance Responsible Investing: What's the Difference Between Screens and Integration?—Parametric

Responsible investing covers a diverse set of priorities. Yet when it comes to portfolio-construction techniques used to reflect these considerations, investors really have only two distinct methods to choose from—screens and integration (also often referred to as a tilt). Both can enhance a portfolio’s ESG characteristics, but they’re quite different in terms of implementation and impact.

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Jul 17, 2019 Research Alliance Fed Watch: Under Pressure—WisdomTree

One overarching question that many investors ask is, Why is the Fed so intent on cutting rates? If judging solely on low unemployment and an impressive June jobs report, many wouldn’t think we should be having a rate-cut discussion. Kevin Flanagan explains why a July rate cut is still likely.

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Jul 16, 2019 Research Alliance Where Are Rates Going? A Conversation with Tom Barkin, Richmond Fed President—WisdomTree

Last week on the “Behind the Markets” podcast, Jeremy Schwartz interviewed Tom Barkin, president of the Federal Reserve Bank of Richmond. The conversation focused on the U.S. economic outlook, interest rates and the upcoming July Fed meeting.

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Jul 15, 2019 Research Alliance How Advisors Can Find Life Balance and Best Serve Their Client Families—WisdomTree

Chris Sleight, TruAdvice founder and successful wealth manager, participates in a Q&A around trends in the industry.

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Jul 12, 2019 Research Alliance Baron's Alex Umansky Featured in Investor's Business Daily

Portfolio Manager Alex Umansky was recently featured in Investor’s Business Daily, in the article titled "U.S.-China Trade War? Why This Manager Of One Of The Best Mutual Funds Isn't Worried."

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Jul 18, 2019 Second Quarter 2019 Research Call Replay

Listen to a replay of our second quarter 2019 Litman Gregory research team webinar. Topics covered (among others): macroeconomic conditions, monetary policy, yield curve inversion, expected returns for U.S. and European stocks, alternatives, and fixed income positioning changes. The presentation slides are available at the bottom of the page under Resources.

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Jul 10, 2019 Research Alliance American Century Investments Press Release

American Century Investments Hires Eduardo Repetto and Patrick Keating to Launch Avantis InvestorsTM

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Jul 09, 2019 Research Alliance Reality Bites—WisdomTree

The much better-than-expected June jobs report has the money and bond markets—and probably the Federal Reserve as well—in a dither. Kevin Flanagan analyzes the data to bring you back to a post-July 4 reality!

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