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

Dec 22, 2018 Research Alliance How Ballot Measures Matter To The Muni Outlook—Wells Fargo Asset Management

The November 2018 elections include several measures that could affect state and local government finances well into the future.

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Dec 21, 2018 Research Alliance The Passive Aggressive “Agg”—Wells Fargo Asset Management

Passive bond portfolios linked to this index may be exposing investors to more risk than realized.

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Dec 21, 2018 Research Alliance Not Dovish Enough? Thornburg’s Brady on the Fed and Markets—Thornburg

The U.S. Federal Reserve has roiled markets with its latest rate hike and comments from Chair Jerome Powell, who disappointed many investors as insufficiently dovish in his December 19 remarks.

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Dec 20, 2018 Research Alliance Five Key Risks for the Equity Market—Wells Fargo Asset Management

Despite concerns about slower growth abroad, now may be an opportune time to selectively increase U.S. equity exposure.

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Dec 20, 2018 Research Alliance For ESG Investors, Is Active Better Than Passive?—Parametric Portfolio Associates

Contrary to what some may think, investing according to your ethical principles doesn’t require an active manager. In fact, there are two distinct advantages for socially responsible investors who adopt a passive strategy.

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Dec 19, 2018 Research Alliance Investment Insights 2019—Wells Fargo Asset Management

As an aging economic recovery continues to add pressure to key rates and indicators, it helps to see how it all fits into the bigger picture for investors.

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Dec 18, 2018 Research Alliance U.S. Consumers Poised to Drive Demand in 2019—Osterweis Capital Management

In his 2019 preview, Jim Callinan explains why he feels retail businesses are the likely engines for growth and shares his views on sectors and firms that should outperform.

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Dec 17, 2018 Research Alliance Parametric Portfolio Associates "Looking East" Webinar Replay

Hear Tim Atwill, Parametric's head of investment strategy, and his brother David Atwill, associate professor of Chinese history at Penn State University, as they discuss two views on a country frequently misunderstood by many investors.

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Dec 13, 2018 Research Alliance The Presidential Put, the Powell Put, and China’s New Playbook—Thornburg

Volatility may be masking good economic fundamentals globally, reform efforts in China, and attractive investment opportunities.

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Dec 13, 2018 Research Alliance 2018 Baron Investment Conference Recap Replay

You can view replays of these sessions by scrolling to the bottom of our replay center.

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