HOME     Research

Research

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

Nov 05, 2018 Research Alliance Ariel Investments October 2018 Commentary

To commemorate Ariel Investments’ 35th anniversary, we thought it would be unique to have our founder, CEO, and Chief Investment Officer, John W. Rogers, Jr., and our president, Mellody Hobson, offer their perspective on building a firm with a commitment to generating sustainable returns through patience, focus, independent thinking and teamwork.

Read more
Oct 29, 2018 Research Alliance Global Dividend Stream: Where We Saw Growth in 2018—WisdomTree

Each year, we monitor the global Dividend Stream® for growth, so that we can refresh the weights of the underlying constituent companies in various WisdomTree Indexes. Tripp Zimmerman and Ben Tan examine the areas where we saw growth this year.

Read more
Oct 26, 2018 Research Alliance Ariel Investments Third Quarter 2018 Conference Call Replay

Listen to the replay, which was recorded October 17, featuring John W. Rogers, Jr., Mellody Hobson, Charlie Brobinskoy, Rupal Bhansali, Tim Fidler, and David Maley.

Read more
Oct 26, 2018 Research Alliance Hurricanes, the Muni Market, and the Duct Tape Effect—Thornburg

Preparations ahead of a hurricane and rebuilding after it temporarily boost tax receipts in affected areas. But longer-term effects on muni markets are usually negligible.

Read more
Oct 26, 2018 Research Alliance Thornburg’s "Perspective on Volatility" Replay

The Fed’s impact on interest rates, and US–China trade relations have concerned investors and sparked recent market volatility. Thornburg has a unique global perspective across asset classes.

Read more
Oct 26, 2018 Research Alliance Osterweis Strategic Income Fund Q3 2018 Advisor Teleconference REPLAY

If you missed the Osterweis Strategic Income Fund quarterly update teleconference, you can listen to the replay.

Read more
Oct 26, 2018 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Q3 2018 Advisor Webinar REPLAY

If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.

Read more
Oct 26, 2018 Research Alliance Bucking the Public’s Confirmation Bias on Chinese Stocks—WisdomTree

Does the “global trade war,” quotation marks intentional, spell doom? It depends on your silo. While the mass of investors focus on this issue, few are noting Chinese fiscal expansion or, for that matter, big trade deals being signed right now.

Read more
Oct 25, 2018 Research Alliance Why Donating Stock to Charity Beats Giving Cash—Parametric Portfolio Associates

Selling securities to fund end-of-year charitable donations? Why donating stock instead may save you more in taxes—and help you give an even bigger gift.

Read more
Oct 25, 2018 Research Alliance Tracking HY Defaults in 2018: What’s in Your Index?—WisdomTree

We examine the highest-profile defaults of 2018 and provide some rationale for why a fundamental approach to high yield can potentially avoid the pitfalls inherent in market cap weighting.

Read more

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.