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

Feb 07, 2018 Research Alliance The Day Equity Volatility Roared Back—Parametric Portfolio Associates

This week's market volatility inflicted some significant pain. On a net basis, those investment products that were shorting volatility lost nearly 95% of their value in a single day. And the party was officially over. It was a tough lesson but, in our view, it was ultimately a benefit.

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Feb 01, 2018 Research Alliance Is Your Small-Cap Exposure Right for You?—Parametric Portfolio Associates

Is all small-cap exposure created the same? While both the S&P SmallCap 600 Index or the Russell 2000 Index seem like they offer the same exposures, they actually have distinct approaches and have notable, and consistent, performance differences.

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Jan 29, 2018 Litman Gregory Fourth Quarter 2017 Research Q&A

In this quarter's Research Q&A, we discuss inflation, a curve-steepening fixed-income scenario, the U.S. dollar’s valuation, the effect of rising rates on arbitrage, and the recent performance of major equity factors and styles.

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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 05, 2018 Tax Reform and Its Implications for U.S. Stocks

We suspect the U.S. stock market has priced in much of the benefit of tax decreases, but the answer is not straightforward as there are many variables to consider.

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Jan 04, 2018 Research Alliance How Concentrated Are Your Dividends?—Parametric Portfolio Associates

Has a single-minded focus on generating the highest yields led to unintended consequences for your portfolio? Learn how over concentration at the security or sector level impacts performance and diversification.

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Nov 29, 2017 Research Alliance Forecasting the Next Recession—Guggenheim Investments

Predicting recessions well in advance is notoriously difficult, but we believe our Recession Dashboard and Recession Probability Model make it possible to get an early read on when the next recession will begin by analyzing the late-cycle behavior of several key economic and market indicators.

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Sep 28, 2017 Research Alliance Stocks for the Long Run? Not Now—Guggenheim Investments

Our analysis shows that based on current valuations, U.S. equity investors are likely to be disappointed after the next 10 years. Over the long run, better relative value will likely be found in fixed-income and non-U.S. equities.

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Aug 08, 2017 Risk and Return … in Absolute Terms

GMO’s Jeremy Grantham has suggested higher valuations may be here to stay, but we tend to think about risk and return in absolute terms.

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Jul 13, 2017 Research Alliance Osterweis Capital Management Second Quarter 2017 Fund Fact Sheets

Second quarter 2017 fund fact sheets from Osterweis Capital Management.

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