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

Feb 07, 2019 Research Alliance A Distinct Approach to Global Investing—Baron Funds

In this piece, Alex Umansky, portfolio manager of Baron Global Advantage Fund, discusses how he finds “big ideas”—unique, competitively advantaged companies driving or benefiting from disruptive change—in global markets.

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Feb 07, 2019 Research Alliance 2019 Tax Outlook for Investors: Everything Old Is New Again—Parametric

Remember the 2017 Tax Cuts and Jobs Act? This is the first year most of its provisions affect filings. Four things to know before April—plus, why 2019 could be the year of nothing.

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Feb 06, 2019 Research Alliance When It Comes to Growth, In China We Trust—OppenheimerFunds

China is slowing, but we expect the government will act as needed to stabilize growth.

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Feb 05, 2019 Research Alliance Oil Prices Sink: Do Fundamentals Match Sentiment?—OppenheimerFunds

A lookback into the causes of 2008 and 2014’s oil price collapse and comparison to the fourth quarter of 2018.

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Feb 05, 2019 Research Alliance Understanding the Brexit Quandary—Thornburg

While investors should be cognizant of the complexities and risks around Brexit, they should be just as aware of the opportunities in select U.K.-based businesses.

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Feb 05, 2019 Research Alliance Brextension—WisdomTree Asset Management

We think the market needs to appreciate another contingency: Brextension. This is the scenario of kicking the can down the road, driven by flighty markets and fear of the unknown.

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Feb 04, 2019 Research Alliance QT? Bah, Humbug! It's All About Fed Policy—OppenheimerFunds

Investors should focus on U.S. Federal Reserve policy, not quantitative tightening.

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Feb 01, 2019 Research Alliance ESG Investing: What Comes Next?—OppenheimerFunds

We believe 10 trends will shape the future state of sustainable investing.

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Jan 31, 2019 Research Alliance 2019 Responsible Investing Outlook: Generation ESG—Parametric Portfolio Associates

When it comes to socially responsible investing, demographics are increasingly becoming destiny.

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Jan 31, 2019 Research Alliance Why Muni Floating-Rate Notes May Be Attractive Now—Eaton Vance

Even though interest rates have leveled off a bit in recent months, we continue to believe that municipal floating-rate notes are offering relatively attractive yields with some protection against volatile equity and fixed-income markets.

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