HOME     Research   Asset Class Research

Asset Class Research

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

Oct 21, 2019 Research Alliance Choosing a Custom SMA Provider? What to Expect When You’re Investing—Parametric

Growing interest in customized separately managed accounts means new SMA providers are popping up to meet demand. But not all SMA providers are created equal.

Read more
Oct 21, 2019 Research Alliance The U.S. Stock Market’s Moment(um) of Truth—WisdomTree

Jeff Weniger analyzes sector exposure to determine whether the value trend could continue.

Read more
Oct 18, 2019 Research Alliance Accept No Substitutes—Parametric Portfolio Associates

The intuitively appealing substitution of natural resource stocks for a futures-based commodity exposure offers a less effective solution for both inflation protection and diversification.

Read more
Oct 18, 2019 Research Alliance What Happens When You Dynamically Hedge Currency in an International Portfolio—WisdomTree

Alejandro Saltiel discusses why a dynamic approach to managing currency risk can be a significant source of value.

Read more
Oct 17, 2019 Research Alliance Don’t Give Up the Yacht: Finding Income in a Low-Rate World—Thornburg

Three questions and answers about retirement income in a low-rate world.

Read more
Oct 17, 2019 Research Alliance Snoozefest or a Seismic Shift?—Osterweis Capital Management

Beneath the surface there were seismic shifts in market leadership that suggest investors are becoming increasingly cautious in their positioning.

Read more
Oct 17, 2019 Third Quarter 2019 Research Webinar Replay

Listen to a replay of our third quarter 2019 Litman Gregory research team webinar. Topics covered (among others): deconstructing international stock returns, the repo market, the presidential election, ESG models.

Read more
Oct 16, 2019 Research Alliance State of the States: How Do They Rank?—Eaton Vance

Get a detailed review of each U.S. state’s creditworthiness in this annual report from our municipal research team.

Read more
Oct 16, 2019 Research Alliance Repo Market Rate Spikes, Bank Regulation and the QE Misnomer—Thornburg

Recent stress in repo markets reflect the confluence of a shrunken Fed balance sheet amid steady economic growth and increasing capital and liquidity regulations on banks.

Read more
Oct 16, 2019 Research Alliance Osterweis Capital Management Third Quarter 2019 Equity Outlook

One of the reasons we are focusing on dominant companies is that we feel we are moving toward more of a "winner take all" economy.

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.