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

Jan 04, 2019 Research Alliance Allocating Based on Risk in Fixed Income Markets—OppenheimerFunds

The Wall Street Transcript interviews Peter Strzalkowski on navigating risks and trends.

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Jan 04, 2019 Research Alliance CEO Jason Brady Looks to Fundamentals During Volatility—Thornburg

Thornburg president and CEO Jason Brady says it's important for investors to look at the fundamentals of a company during volatility instead of the headlines in an in-studio interview with Bloomberg TV.

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Jan 03, 2019 Research Alliance Hermes for the Holidays?—OppenheimerFunds

Rising wealth is increasing global demand for luxury goods.

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Jan 03, 2019 Research Alliance The Grinch Comes to Loanland, but Expect a Short Visit—Eaton Vance

Additional Fed hikes are gravy if they materialize, but the main attraction of loans now is high income and the reversion to the mean on the price.

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Jan 02, 2019 Research Alliance EM Feeling the Pinch of U.S. Tightening—OppenheimerFunds

With capital flowing back to the United States, emerging markets must adjust to a new world order.

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Jan 02, 2019 Research Alliance Sometimes Meteors Strike the Earth—Guggenheim Investments

What would be a normal seasonal correction is turning into the worst December selloff in equities since the Great Depression.

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Jan 02, 2019 Research Alliance Amid New-Year Forecasts, Focus on Fundamentals, Not Endpoints—Thornburg

Year-ahead predictions of index and price points rarely turn out to be accurate. Directional and relative value analyses are usually better guideposts, all year round.

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Dec 31, 2018 Loomis Sayles Bond Fund Snapshot

This Loomis Sayles Bond fund snapshot contains a summary of key information, including the performance history, the investment philosophy and process, and Litman Gregory's analysis and opinion.

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Dec 27, 2018 Tax Trading for Clients: Harder Than It Looks

In a year where nearly everything is down—stocks, bonds, commodities—there were likely a lot of opportunities in our clients’ portfolios to harvest losses. But there are also a lot of considerations.

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Dec 26, 2018 Research Alliance What in the Duration is Going on in Fixed Income?—Wells Fargo Asset Management

We’re addressing interest rate sensitivity in your clients’ portfolios—talking about views on duration with a focus on helping limit risk.

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