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

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 Boring Companies, Exciting Stocks—Thornburg Investment Management

Economic dislocations, regulatory shifts, or intense competition can change the market dynamics confronting big, and at times unwieldy, conglomerates. They often force corporate restructurings that can result in more effective capital allocation and returns for investors who recognize promising new strategies amid the prevailing market pressures.

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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 30, 2017 Research Alliance India Takes a Page Out of the TARP Playbook—Thornburg Investment Management

In its most concerted effort to reverse slowing credit and economic growth to date, New Delhi devises a $32 billion public sector bank recapitalization.

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Oct 23, 2017 Research Alliance China's Central Bank Chief Warns of "Minsky Moment"—Thornburg Investment Management

Zhou Xiaochuan appeared to be talking about China, given his contextual warnings about the country's high corporate and rising household debt loads. But the message may apply to frothy and debt-laden markets globally.

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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 Research Alliance The Crash of '87 Was 30 Years Ago Today—OppenheimerFunds

The New York stock market crash of 1987 happened 30 years ago today when, on October 19, the Dow Jones Industrial Average plunged by a then-record 508 points—a 22% decline in the index.

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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 18, 2017 Research Alliance Falling Correlations Put Stock-Specific Attributes in Driver’s Seat—Thornburg Investment Management

Low market correlations make it easier for active portfolio managers to stand out—positively or negatively. But what matters most is how a portfolio of select stocks performs through market cycles, regardless of correlations.

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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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