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

Jan 23, 2018 REITs: A Tough Call in the Face of Rising Rates

We believe REIT fundamentals remain generally healthy, but in today’s rising rate environment, our confidence in how REITs will perform is low. We require an even larger margin of safety when considering a tactical allocation.

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Jan 22, 2018 Research Alliance Tax Reform Moves the Needle on U.S. Corporate Tax Competitiveness—Thornburg

If U.S. tax reform modestly boosts economic growth and deepens the fiscal deficit, its benefits for smaller companies are significant. It also ends incentives that spurred bigger U.S. firms to decamp to lower-tax jurisdictions abroad.

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Jan 19, 2018 Research Alliance 10 Macro Themes to Watch in 2018—Guggenheim Investments

These 10 charts illustrate the macroeconomic trends most likely to shape Federal Reserve policy and investment performance in 2018 and beyond.

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Jan 18, 2018 Fourth Quarter 2017 Research Call Replay

This is a replay of our fourth quarter 2017 Litman Gregory research team webcast, held January 18, 2017. Topics covered (among others): inflation and the U.S. economy, asset class updates, the impact of tax reform, and tax planning.

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Jan 18, 2018 Research Alliance Is 2018 the Time to Hedge Your (Equity) Bets?—Parametric Portfolio Associates

As we ring in 2018, many cautious investors are looking over their shoulders and asking: Is this the right time to hedge equities? Well, it depends. Your challenge is determining if the benefits associated with hedging outweigh the expected costs.

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Jan 18, 2018 Research Alliance Be Wary of Eroding Investor Protections—Guggenheim Investments

Despite heavy volume of high-yield bond and bank loan issuance, pricing power remains firmly in borrowers’ hands, resulting in a further relaxation in the investor protections that were prevalent after the financial crisis.

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Jan 18, 2018 Research Alliance Guess What Delivered in Spades in Thornburg’s Internal 2017 Competition?—Thornburg Investment Management

In 2017, the winner was Sean Sun, whose three picks included bitcoin. Here are his thoughts on bitcoin and the blockchain.

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Jan 11, 2018 Research Alliance 5 Things Tax-Aware Investors Should Know About the New Tax Law—Parametric Portfolio Associates

Do you understand the new tax bill's impact on your tax-managed investments? We have analyzed the situation and have some answers.

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Jan 08, 2018 Research Alliance Riding Disruptive Innovation's Return Curve—Thornburg Investment Management

Disruptive technology is reshaping the world, driving efficiency and productivity up and costs down across all sectors of the economy. Companies that don’t keep up will be left behind. Which are leading the charge? Which are adapting? Which stand to benefit?

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Jan 05, 2018 Year-End 2017 Investment Commentary

The year 2017 was a very good one for most financial markets and particularly global stocks. While the macro outlook remains positive, unprecedented central bank policy shifts could trigger increased volatility, a stock market correction, or even a recession sometime in this business cycle. During this uncertain time, it is all the more important to stay disciplined and patient.

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