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

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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Feb 14, 2018 Research Alliance Emerging Markets in 2018—Parametric Portfolio Associates

For the first time in decades, we are experiencing a synchronized global expansion. However, politics are always a challenge; 2018 is a good time for emerging-market investors to focus on economics but prepare for elevated political risk.

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Feb 13, 2018 Research Alliance Empathy: A Concept for Deepening Client Relations—Selected Funds

Financial advisors are looking increasingly to psychology to strengthen their ability to assist clients with their investment and financial planning needs.

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Feb 12, 2018 Research Alliance Navigating the Economic and Market Crosscurrents to Come—Thornburg

Why are U.S. financial conditions easing as the Federal Reserve tightens monetary policy? Is the Phillips Curve finally showing signs of life? Are ETFs liquid? What are today’s challenges to portfolio construction and asset allocation? Thornburg CEO Jason Brady answers these questions, and more.

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Feb 09, 2018 Research Alliance Investors Should Keep Their Chins Up—Thornburg Investment Management

Investors worried about wage and inflation data should appreciate the underlying strength of the economy, not to mention strong corporate earnings. The market volatility is creating better entry points for longer-term investors.

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Feb 07, 2018 Research Alliance The Day Equity Volatility Roared Back—Parametric Portfolio Associates

This week's market volatility inflicted some significant pain. On a net basis, those investment products that were shorting volatility lost nearly 95% of their value in a single day. And the party was officially over. It was a tough lesson but, in our view, it was ultimately a benefit.

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