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

Jan 19, 2018 Research Alliance 10 Macro Themes to Watch in 2018—Guggenheim Investments

Ten charts illustrate the macroeconomic trends most likely to shape Fed policy and investment performance in 2018 and beyond.

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Jan 18, 2018 Research Alliance Is 2018 the Time to Hedge Your (Equity) Bets?—Parametric Portfolio Associates

As we ring in 2018, many cautious investors are looking over their shoulders and asking: Is this the right time to hedge equities? Well, it depends. Your challenge is determining if the benefits associated with hedging outweigh the expected costs.

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Jan 18, 2018 Research Alliance Be Wary of Eroding Investor Protections—Guggenheim Investments

Despite heavy volume of high-yield bond and bank loan issuance, pricing power remains firmly in borrowers’ hands, resulting in a further relaxation in the investor protections that were prevalent after the financial crisis.

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Jan 18, 2018 Research Alliance Guess What Delivered in Spades in Thornburg’s Internal 2017 Competition?—Thornburg Investment Management

In 2017, the winner was Sean Sun, whose three picks included bitcoin. Here are his thoughts on bitcoin and the blockchain.

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Jan 17, 2018 Research Alliance Three Things to Watch in Fourth Quarter 2017 Earnings—J.P. Morgan

The fourth quarter 2017 earnings season has begun and current estimates suggest profits will continue building on the momentum of 2017. Read more about this week’s post as well as other pertinent topics in our weekly series.

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Jan 17, 2018 Research Alliance Impact of Tax Reform on Earnings Estimates—BNY Mellon

The positive impact from tax reform has not yet been priced into earnings estimates.

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Jan 16, 2018 Research Alliance J.P. Morgan Weekly Strategy Report

This week’s report reaffirms the team’s pro-risk stance while acknowledging some reasons to be cautious, including extended equity valuations and elevated investor sentiment.

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Jan 16, 2018 Research Alliance J.P. Morgan Weekly Market Recap

This week's chart and thought highlights movement in the sub-components of inflation.

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Jan 11, 2018 Research Alliance 5 Things Tax-aware Investors Should Know About the New Tax Law—Parametric Portfolio Associates

Do you understand the new tax bill's impact on your tax-managed investments? We have analyzed the situation and have some answers.

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Jan 11, 2018 Research Alliance 2018 Sector Teams' Outlook—Loomis Sayles

This publication provides an outlook for the year ahead from our Sector Teams on various fixed-income asset classes.

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