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

Oct 23, 2019 Research Alliance Mirror, Mirror: The Inverse Relationship Between Commodities and the U.S. Dollar—Parametric

Prices of commodities and the U.S. dollar are strongly linked. But is this also true at the individual commodity level?

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Oct 22, 2019 Research Alliance Passive Voice: As Index Investing Grows, So Does Active Ownership—Parametric

As assets continue to flow from active management to index investing, passive shareholders will still hold companies to account.

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Oct 22, 2019 Research Alliance Will Today’s EM Speed by Advisors?—Thornburg Investment Management

EM allocation is no longer just a “nice to have.”

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Oct 21, 2019 Research Alliance Choosing a Custom SMA Provider? What to Expect When You’re Investing—Parametric

Growing interest in customized separately managed accounts means new SMA providers are popping up to meet demand. But not all SMA providers are created equal.

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Oct 18, 2019 Research Alliance Accept No Substitutes—Parametric Portfolio Associates

The intuitively appealing substitution of natural resource stocks for a futures-based commodity exposure offers a less effective solution for both inflation protection and diversification.

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Oct 18, 2019 Research Alliance The Benefits and Risks of Investing in Qualified Opportunity Funds—Parametric

What are the tax benefits of investing in Qualified Opportunity Funds? This blog post assesses the opportunities—and the risks.

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Oct 17, 2019 Research Alliance Don’t Give Up the Yacht: Finding Income in a Low-Rate World—Thornburg

Three questions and answers about retirement income in a low-rate world.

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Oct 17, 2019 Research Alliance Snoozefest or a Seismic Shift?—Osterweis Capital Management

Beneath the surface there were seismic shifts in market leadership that suggest investors are becoming increasingly cautious in their positioning.

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Oct 17, 2019 Third Quarter 2019 Research Webinar Replay

Listen to a replay of our third quarter 2019 Litman Gregory research team webinar. Topics covered (among others): deconstructing international stock returns, the repo market, the presidential election, ESG models.

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Oct 16, 2019 Research Alliance Repo Market Rate Spikes, Bank Regulation and the QE Misnomer—Thornburg

Recent stress in repo markets reflect the confluence of a shrunken Fed balance sheet amid steady economic growth and increasing capital and liquidity regulations on banks.

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