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

Mar 08, 2018 Research Alliance Three Things to Know About Guns and Your Investment Portfolio—Parametric Portfolio Associates

Have recent events made you consider how the gun control conversation affects your portfolio? We outline three options for investors.

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Mar 08, 2018 Research Alliance Beijing's Reforms Reveal Blue Skies—Thornburg Investment Management

China’s supply-side reforms are having a real impact on its economy and environment, and creating attractive, if not immediately apparent, investment opportunities for flexible valuation-sensitive investors.

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Mar 07, 2018 Research Alliance Emerging-Market ETFs—Thornburg Investment Management

Emerging-market ETFs suffered deviations in their market prices relative to their net asset values, with their total returns materially underperforming the broad emerging-market index during the selloff.

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Mar 01, 2018 Research Alliance Navigating the Hidden Pitfalls of Factor Investing—Parametric Portfolio Associates

No one wants constraints, but they are often considered a necessary evil. For example, factor-based investing can introduce unintended bets into a portfolio. We explore how constraints can actually be a critical part of the success of this investment process.

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Mar 01, 2018 Research Alliance Market Crossroads: Volatility, Inflation, and the Fed Legacy—Thornburg Investment Management

Discussion on the return of volatility, inflation dynamics, and the future of the Federal Reserve reaction function.

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Feb 22, 2018 Research Alliance Will 2018 be a Breakout Year for Commodities?—Parametric Portfolio Associates

The current stage of the economic cycle favors commodities. As does the weakening U.S. dollar.

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Feb 22, 2018 Market Turbulence and Central Bank Policy Shifts

Following the recent market turmoil, Litman Gregory chief investment officer Jeremy DeGroot shared his thoughts on the investment environment with an audience of our private wealth management clients. We’ve excerpted his comments here.

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Feb 21, 2018 Research Alliance Selected American Shares Annual Review 2018

An update from portfolio managers Christopher Davis and Danton Goei.

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Feb 21, 2018 Research Alliance Walking the Risk Tightrope—Guggenheim Investments

Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.

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Feb 20, 2018 Research Alliance The Market Is Finally Getting the Joke—Guggenheim Investments

Investors are coming to terms with the idea that the Fed will keep raising rates because of inflation and economic pressures.

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