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

Jul 05, 2017 Research Alliance Bank Loans Beat High-Yield Amid Rising Rates? Don’t Bank on It—Thornburg Investment Management

The conventional wisdom about bank loans' interest rate protection and security needs a credit check.

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Jun 27, 2017 Research Alliance Do Earnings Expectations Deserve an A+?—Wells Fargo Asset Management

The market looks fresher and seems to merit a higher multiple. The rising trend also seems to raise the possibility of positive earnings surprises that can draw skeptics off the sidelines and into the market.

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Jun 26, 2017 Putting Bonds to Work in Our Portfolios

Flexible bond funds and floating-rate loan funds continue to make up over half of our clients’ fixed-income exposure. We anticipate their returns will far exceed those of core bonds, and recent portfolio performance has borne this out.

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Jun 21, 2017 Research Alliance China’s A-Shares: Opportunities Beyond the Index?—Wells Fargo Asset Management

Many see MSCI's inclusion of China A-shares as a win for the Beijing government, which has been trying to open up its capital markets, after four years of discussion with MSCI. Is it a win for investors? The answer may be less about index inclusion and more about understanding which Chinese investment themes offer potential.

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Jun 19, 2017 Research Alliance Ready or Not: Considering Chinese A-Shares—Parametric Portfolio Associates

Our emerging-markets expert, Dr. Tim Atwill, demystifies China A-shares and what they actually add to portfolio exposures. Read our expanded views on this decision, and, as always, please contact us with any questions or if you would like to discuss.

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Jun 16, 2017 Research Alliance Understanding the Trump Tax Overhaul—Wells Fargo Asset Management

Dr. Brian Jacobsen discusses how Trump administration tax proposals could potentially affect U.S. companies, the economy, and investors.

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Jun 15, 2017 Research Alliance Better Than Bond Ladders—Wells Fargo Asset Management

Jim Kochan explains why bond ladders may not deserve their popularity.

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Jun 14, 2017 Research Alliance Parametric CEO Brian Langstraat & Dynasty CIO Scott Welch on WealthTrack—Parametric Portfolio Associates

How to increase your portfolio’s performance by decreasing its tax bite. Tips from tax-advantaged investment pros Brian Langstraat and Scott Welch.

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Jun 14, 2017 Research Alliance What Might the Fed’s Dovish Hike Mean for Investors?—Wells Fargo Asset Management

Acknowledging recent economic softness, the FOMC implied that it has a bias towards making this the last rate hike for a while, unless and until the economic data improves.

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Jun 12, 2017 Research Alliance Will U.K. and European Elections Bring Market Opportunities?—Wells Fargo Asset Management

Dr. Brian Jacobsen shares his thoughts on how the election outcomes might play out, and what opportunities could arise in Europe for investors, as political developments take shape in the region.

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