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

Nov 29, 2017 Research Alliance Forecasting the Next Recession—Guggenheim Investments

Predicting recessions well in advance is notoriously difficult, but we believe our Recession Dashboard and Recession Probability Model make it possible to get an early read on when the next recession will begin by analyzing the late-cycle behavior of several key economic and market indicators.

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Nov 16, 2017 Research Alliance Fixed-Income Outlook Video—Guggenheim Investments

In the video companion to our Fourth Quarter 2017 Fixed-Income Outlook, portfolio manager Steve Brown and Maria Giraldo, a Director in the Macroeconomic and Investment Research Group, explain why we still favor defensive positioning given limited potential upside for risk assets.

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Nov 15, 2017 Research Alliance Opportunity and Risk in an Unprecedented Market—Guggenheim Investments

Chairman of Investments and Global CIO Scott Minerd joins WealthTrack’s Consuelo Mack for an in-depth discussion on investing in a market distorted by unorthodox monetary policy and vulnerabilities to near-term shocks.

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Nov 15, 2017 Research Alliance Tax Legislation: What You Need to Know About FIFO—Parametric Portfolio Associates

While all the provisions are still being debated, we think this tax proposal highlights the importance of a systematic tax-management approach all year long. Read our latest post to get caught up on what we know so far, why we think it's happening now, and what it could mean for the future of tax management.

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Nov 14, 2017 Research Alliance Guggenheim Investments Fourth Quarter 2017 Fixed-Income Outlook

Investors today are simply not being compensated for the risks they are taking. The question now is how to generate yield without taking on undue interest-rate or credit risk.

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Nov 09, 2017 Research Alliance Tax Alpha: How to Measure and Maximize—Parametric Portfolio Associates

How do you know if your tax-efficient investment approach is working? One way to quantify your effort is by using our tax alpha equation. It can help illustrate potential outcomes and set realistic expectations based on the market environment.

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Nov 03, 2017 Research Alliance An Acronym-Free Introduction to Responsible Investing—Parametric Portfolio Associates

In our latest post, Jennifer Sireklove explains—in plain English—environmental, social, and governance-focused investment approaches.

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Oct 23, 2017 Research Alliance Match Your Personal Ethics to Your Investments—Parametric Portfolio Associates

Many investors choose to implement socially responsible investing principles in their portfolios. But for something as specific as human trafficking or child labor, is it even possible to properly identify companies that engage in this behavior?

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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 17, 2017 Research Alliance Watching for Weakness in a Time of Strong Fundamentals—Guggenheim Investments

As high-yield spreads and yields approach historical lows, it is becoming increasingly important to avoid sectors and issuers that are unlikely to return full principal or satisfy interest payments for the life of the bond.

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