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

Jan 02, 2018 Research Alliance Net-Neutrality Noise—Thornburg Investment Management

The Internet’s rapid evolution, the ISPs' vertical integration into content, the bargaining power of the tech and media giants, and anticipated 5G investment returns largely supersede regulatory shifts.

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Dec 29, 2017 Research Alliance OppenheimerFunds Markets Review At-a-Glance

OppenheimerFunds' Markets Review At-a-Glance weekly summary, as of December 29, 2017.

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Dec 27, 2017 Research Alliance Sell the News on Tax Reform—Guggenheim Investments

The new tax package is causing investors to engage in more aggressive tax-loss selling.

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Dec 21, 2017 Research Alliance Tax Bill Passed: NO FIFO!—Parametric Portfolio Associates

The vote is in, FIFO is out. This is a victory for investors. First-in, first-out accounting would have caused capital gains taxes to increase and would have led to more assets stuck in concentrated portfolios, instead of being appropriately diversified.

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Dec 20, 2017 Research Alliance Mexico’s Central Bank Hikes Key Rate In Hawkish Turn—Thornburg Investment Management

Mexican asset prices reflect current and potential economic and political risks. But a likely turn in the country’s economic cycle makes for a potentially attractive entry point for longer-term investors, and the financial sector may soon benefit.

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Dec 19, 2017 The Bitcoin Craze is Speculation, Not Investing

We’ve been getting some questions from clients and advisors about bitcoin. Our general view is that betting on bitcoin and other cryptocurrencies is speculation, not investing.

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Dec 14, 2017 Research Alliance The Yuan and the Truth About Emerging Markets Currencies—Parametric Portfolio Associates

While the Chinese yuan seems to be on quite the roller-coaster ride, it does help provide a lesson in the value of maintaining a healthy dose of skepticism when it comes to "managed" emerging-market currencies.

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Dec 14, 2017 An Operational Viewpoint on Integrating Separately Managed Accounts

Earlier this year, we began offering Parametric’s Tax-Managed Custom Core Separately Managed Accounts to our wealth management clients. We are now sharing our experience from an operations perspective through a conversation with Litman Gregory’s director of operations, Tisha Ehrenberger.

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Dec 07, 2017 Research Alliance OppenheimerFunds 2018 Outlook: We're Not There Yet But We're Getting Closer

The classic signs of the end of a business cycle are not currently evident but we are getting closer.

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Dec 06, 2017 Research Alliance What’s in a (Socially Responsible Investing) Screen?—Parametric Portfolio Associates

What does a basket of fruit have to do with socially responsible investing? Read our latest blog to learn more about how to use screens in portfolio construction for socially conscious investors.

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