HOME     Research

Research

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

Nov 20, 2018 Research Alliance Investment-Grade Corporate Bonds: Exit Strategy—Guggenheim Investments

Tight spreads present an opportunity to move up in quality and liquidity.

Read more
Nov 19, 2018 Research Alliance How Tax Reform is Impacting Advisors' 2019 Strategy—Eaton Vance

The sweeping tax overhaul signed by President Donald Trump this year has many positive aspects for investors, while also creating both opportunities and challenges for financial advisors who use tax-efficient strategies.

Read more
Nov 19, 2018 Research Alliance Chris Davis on the Current Market—Selected Funds

While recent wild market swings may have felt stomach-churning and sent some investors running for cover, Chris Davis, Portfolio Manager and Chairman of Davis Advisors, reminds investors that, “market corrections are the norm, not the exception” and that long-term investors, “should root for more volatility.”

Read more
Nov 16, 2018 Research Alliance Retirement Insights—American Century Investments

Advisors and plan sponsors have the power to help employees start earlier and save more for retirement. How? With effective plan features that investors of all ages say they want and need from an employer’s retirement plan. That’s one key finding from our latest research that can help retirement advisors in their practices. Let’s explore others.

Read more
Nov 16, 2018 360 Views Webinar Replay: Multifactor Strategies

Here is a replay of our latest webinar on multifactor strategies with AQR's Adrienne Ross, CFA, and WisdomTree's Jeremy Schwartz, CFA.

Read more
Nov 15, 2018 Research Alliance Nonqualified Dividends: How They’re Taxed and When Not to Worry—Parametric Portfolio Associates

Yes, nonqualified dividends are taxed at a higher rate than qualified dividends. But in some cases paying it is the better option.

Read more
Nov 14, 2018 Research Alliance Long-Term Opportunity in Emerging Markets—Thornburg Investment Management

Despite near-term volatility, emerging-market stocks offer attractive medium-term growth opportunities at a discount.

Read more
Nov 13, 2018 Research Alliance Risk Worth Worrying About—Wells Fargo Asset Management

Active management within fixed-income allocations may help preserve wealth and generate income while managing risks.

Read more
Nov 09, 2018 Research Alliance Investing in Muni Bonds When Rates Rise—Wells Fargo Asset Management

What can history tell us about municipal bonds in a rising rate environment?

Read more
Nov 08, 2018 Research Alliance In Search of Quality Income in Corporate Bonds—Wells Fargo Asset Management

Focusing on industries and sectors poised to potentially benefit from global economic cycles may help add value.

Read more

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.