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

Aug 08, 2019 Research Alliance Portfolio Allocation Amid the Tidal Effects of Renewed Fed Easing—Thornburg

The Fed is poised to join the global easing bandwagon, fueling a surge in risk asset prices. As market distortions from easy money grow...

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Aug 08, 2019 Research Alliance The Fed Should Hike Interest Rates, Not Cut Them—Guggenheim

By almost every measure policy makers should be considering another rate hike in anticipation of potential economic overheating from looming limitations on output. Instead, debate has been focused on the need to take preemptive action to avoid a potential slowdown.

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Jul 31, 2019 Research Alliance The Dark Side of the Rate Cut—Thornburg

Market expectations should not help drive monetary policy.

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Aug 06, 2019 Research Alliance Would Fed Tweets Work Better?—WisdomTree

What a week last week was! From the Federal Reserve to President Trump’s tweet stating that more tariffs on China are potentially coming to Friday’s jobs report, Kevin Flanagan breaks it all down.

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Aug 07, 2019 Research Alliance A Bullish View amid China Uncertainty—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz spoke with Professor Jeremy Siegel, First Trust economist Brian Wesbury and Hanming Fang, professor of economics at the University of Pennsylvania and founder of the nonprofit website VoxChina.org.

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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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