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

Dec 06, 2018 Research Alliance How Do Options Work? An Illustrated Guide—Parametric Portfolio Associates

You’ve heard of options, but what exactly are they? Puts and calls may seem complicated, but they don’t have to be intimidating. Here’s a plain-English explanation.

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Nov 29, 2018 Research Alliance Socially Responsible Investing: What’s in Your Portfolio?—Parametric

You may have stated ESG goals for your portfolio, but do your holdings actually match them? Without proper reporting, it can be hard to know. Here are three things to look for.

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Nov 29, 2018 Research Alliance Staying Ahead of Climate Risk in the Muni Market—Eaton Vance

As the frequency and damage of weather-related events continue to rise, we believe incorporating climate change into the credit-evaluation process for state and local issuers is important for muni investors.

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Nov 28, 2018 Research Alliance Ride Hailing in Emerging Markets Is More Than Transport—OppenheimerFunds

Geographic idiosyncrasies across Asia have fueled the ride-hailing industry and adjacent businesses.

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Nov 27, 2018 Research Alliance Megatrends Podcast Series—OppenheimerFunds

Welcome to Megatrends, a show that explores the investment opportunities beyond our borders.

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Nov 26, 2018 Research Alliance Rising Rates Are Beginning to Bite—Guggenheim Investments

Rising rates are hurting the most rate-sensitive sectors in a preview of the bigger slowdown headed our way.

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Nov 26, 2018 Research Alliance Don't Be Scared by the Death Cross in FANG Stocks—OppenheimerFunds

In our view, it’s difficult to make the case for an imminent economic collapse—and persistent defensive sector outperformance—when 60% of US industries are expanding. Rather, that’s a clear sign for investors to focus on cyclical sectors like tech as this aging business cycle continues.

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Nov 20, 2018 Research Alliance Investing on US Election Results? Caveat Emptor—Thornburg Investment Management

Conventional market wisdom two years ago didn’t look right for long, as gains in industries seen as politically favored faded while one sector expected to suffer quickly rebounded.

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Nov 20, 2018 Research Alliance Fixed-Income Outlook: Jogging to the Exits—Guggenheim Investments

Preparing for the market turbulence that typically occurs in the run up to a recession.

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Nov 20, 2018 Research Alliance Investment-Grade Corporate Bonds: Exit Strategy—Guggenheim Investments

Tight spreads present an opportunity to move up in quality and liquidity.

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