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

Apr 26, 2018 Research Alliance China in a Bull Shop? Single-Country Concentration’s Risks to Your Portfolio—Parametric Portfolio Associates

Our latest blog post looks at the distorting effect one country is having on the emerging-market index.

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Apr 26, 2018 Research Alliance Three Ideas for Seeking Income in a Low-Yield Environment—Wells Fargo Asset Management

Dr. Brian Jacobsen shares three ideas for income-seeking investors when income seems scarce.

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Apr 26, 2018 Research Alliance Seeking a Return on Sustainable Development—Guggenheim Investments

A framework for transitioning sustainable investing to an institutional asset class.

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Apr 25, 2018 Research Alliance Does Home Bias Lurk in Your Fixed-Income Portfolio?—J.P. Morgan

International markets are back in favor with U.S. investors after years of relative underperformance, thanks at least in part to cyclical forces like a strengthening global economy and a weakening U.S. dollar.

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Apr 24, 2018 Research Alliance Osterweis Capital Management First Quarter 2018 Equity Investment Outlook

Given rising volatility, what should investors expect going forward? We'll attempt to answer that by revisiting the key questions we posed last October.

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Apr 24, 2018 First Quarter 2018 Strategic Income Outlook—Osterweis Capital Management

We believe there is enough evidence to support a growing economy for the next several years.

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Apr 24, 2018 Research Alliance CLOs Riding Wave of Rising Rates—American Century Investments

In this Market Perspective, Hitesh Patel and Keith Nguyen discuss the benefits of a diversified fixed-income portfolio that includes collateralized loan obligations (CLOs).

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Apr 24, 2018 Research Alliance Two Ways Tax Reform is Impacting Muni Bonds—Eaton Vance

The Tax Cuts and Jobs Act of 2017 included a number of changes that have directly impacted the $3.7 trillion municipal bond market.

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Apr 23, 2018 Research Alliance J.P. Morgan Weekly Strategy Report

This week’s report considers recent jitters in technology stocks, growing pains for a sector in a secular uptrend.

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Apr 23, 2018 Research Alliance J.P. Morgan Weekly Market Recap

This week's chart and thought highlights positive momentum for economic growth.

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