HOME     Research

Research

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

Jul 15, 2019 Research Alliance The Risks and Opportunities of Late Cycle Investing—Guggenheim

Scott Minerd, Chairman of Investments and Global CIO, leads a panel discussion on CNBC on the investment implications of the shifting Fed policy stance.

Read more
Jul 15, 2019 Research Alliance Opportunity Knocks: How Advisers Can Capitalize on Growing ESG Interest—Eaton Vance

Perhaps the top finding in the third annual Calvert/InvestmentNews Research study on socially conscious investing is that the market for ESG investors is still up for grabs. Ready to earn your share?

Read more
Jul 12, 2019 Research Alliance Same Kettle, Different Fish: The Limited Effect of Regions in Emerging Market Returns—Parametric

In this on-demand webcast, Jennifer Sireklove, CFA, Managing Director of Investment Strategy, and Greg Liebl, CFA, Senior Investment Strategist, discuss the myth of regional correlation in emerging markets, a recap of emerging markets in Q2 2019, and Parametric’s Emerging Markets Strategy performance.

Read more
Jul 12, 2019 Research Alliance Baron's Alex Umansky Featured in Investor's Business Daily

Portfolio Manager Alex Umansky was recently featured in Investor’s Business Daily, in the article titled "U.S.-China Trade War? Why This Manager Of One Of The Best Mutual Funds Isn't Worried."

Read more
Jul 10, 2019 Research Alliance American Century Investments Press Release

American Century Investments Hires Eduardo Repetto and Patrick Keating to Launch Avantis InvestorsTM

Read more
Jul 10, 2019 Research Alliance Debunking the Myths of a Model Portfolio Approach—WisdomTree

Model portfolios can help advisors save time that could be dedicated to their clients. So, why aren’t more advisors adopting ETF model portfolios in their practice? Ryan Krystopowicz debunks five myths about a model portfolio approach.

Read more
Jul 10, 2019 Research Alliance Unreliable Narrators: What Many SMA Composites Don't Tell You—Parametric

Composites have a lot to say about an investment product’s historical performance. But when it comes to taxable SMAs, they leave a lot out.

Read more
Jul 09, 2019 Research Alliance Reality Bites—WisdomTree

The much better-than-expected June jobs report has the money and bond markets—and probably the Federal Reserve as well—in a dither. Kevin Flanagan analyzes the data to bring you back to a post-July 4 reality!

Read more
Jul 09, 2019 Research Alliance For Munis, Understanding Premium Bonds is More Important Now Than Ever—Eaton Vance

Why do premium munis exist (and how do they affect value)? See the latest Advisory Blog post from Christopher Harshman, CFA.

Read more
Jul 08, 2019 Research Alliance International Factor Portfolio: Complementing Premiums—WisdomTree

A well-known anomaly among investment professionals, the "size premium," suggests a portfolio of small-cap companies—particularly small-value companies—would be expected to outperform a portfolio of larger companies over the long run. Matt Wagner examines an additional factor that can complement size: quality.

Read more

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.