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

Jul 06, 2017 Research Alliance Rally in Emerging-Market Equities Peaking, or Just Beginning?—Thornburg Investment Management

Wondering if you've missed the opportunity to establish or build exposure to the asset class? It appears the cycle tailwinds lifting developing-country stocks have just begun.

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Jul 06, 2017 Litman Gregory Second Quarter 2017 Investment Commentary

In this quarter’s commentary, we discuss the relative calmness of financial markets despite significant geopolitical uncertainty, the strong performance of both risky assets (stocks) and defensive assets (bonds), and recent market trends favoring our foreign stock investments.

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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 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 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 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 12, 2017 Research Alliance OppenheimerFunds Mid Year 2017 Outlook

Heading into the second half of 2017, we believe the elongated U.S. credit and business cycle—currently eight years old and counting—will continue through the end of the year. Yet for the first time in almost a decade, the risks to the global economy are centered in the United States and not in other major world economies.

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Jun 05, 2017 Interview with Evermore Global Advisors’ David Marcus

On May 16, 2017, we held a conference call with David Marcus, CEO and chief investment officer of Evermore Global Advisors. In the course of getting to know him over the past several years, we've gained a high level of confidence in Marcus as an investor and in his investment approach. We excerpted portions of our discussion in a question and answer format to present his views in as much depth as possible.

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Jun 01, 2017 Research Alliance Find the Optimal Blend For Your Client—Parametric Portfolio Associates

How much should I allocate to core? Our Core-Satellite Calculator allows you to identify the optimal blend.

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May 16, 2017 Europe Is An Improving Story

Here are three reasons to stop discounting European stocks: green shoots, growing bottom lines, and good value.

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