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

Sep 13, 2018 Research Alliance Munis a Bright Spot in Fixed Income—Thornburg Investment Management

Portfolio manager Chris Ryon says municipal bond outperformance has been a bright spot versus other fixed-income asset classes, which have been impacted by this year's interest rate volatility.

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Sep 13, 2018 Research Alliance Is High Tracking Error a Bad Thing?—Parametric Portfolio Associates

What is tracking error, and is high tracking error always bad? Find out how the formula works and why the degree of acceptable tracking error is a personal choice.

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Sep 06, 2018 Research Alliance Liquid Alternatives: Is There Such a Thing as a Free Lunch?—Parametric Portfolio Associates

In this post we look at why these vehicles may provide many investors with what they seek: something for nothing.

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Aug 30, 2018 Research Alliance Talking Turkey—Parametric Portfolio Associates

The currency crisis in Turkey has turned the spotlight’s hot glare on emerging markets once again. But before you run for the exits, find out why cooler heads should prevail.

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Aug 30, 2018 Research Alliance The Efficiency Factor in Stock vs. Index Picking—Thornburg

If the efficient markets hypothesis is questionable at the stock level, it’s more so at the index level. As the number of indices skyrockets, the number of companies declines, and passive flows grow, active price discovery becomes more and more valuable.

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Aug 27, 2018 Research Alliance Playing Defense Through Factor Diversification—OppenheimerFunds

A divergence in typically defensive factors may stymie investors seeking a refuge from volatility.

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Aug 27, 2018 The Big Rock: An Interview with DoubleLine’s Jeffrey Gundlach

In mid-August, Litman Gregory chief investment officer Jeremy DeGroot interviewed DoubleLine’s Jeffrey Gundlach. In this article, we share excerpts of their conversation.

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Aug 27, 2018 Research Alliance Bridging the Generation Gap—Parametric Portfolio Associates

Younger generations are increasingly asserting their responsible-investing principles. Their parents may or may not like what it means for the family’s portfolio. Is there a way everyone can win?

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Aug 27, 2018 Research Alliance Trade Tariffs, a China Slowdown, and the Fed—Thornburg

Portfolio manager Jeff Klingelhofer discusses the topics affecting the macroeconomic landscape, particularly the potential trade war with China and the rising rate environment.

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Aug 23, 2018 Research Alliance Increasing Exposure to MLPs—OppenheimerFunds

Improved long-term fundamentals, and cyclical and near-term catalysts may boost MLPs.

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