HOME     Research

Research

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

Apr 28, 2017 Research Alliance Machine Learning—Morgan Stanley Investment Management

In this issue of The EDGE, the team examines machine learning, a new way to train computer systems to generate useful insights from data sets and apply those insights to new situations.

Read more
Apr 28, 2017 Research Alliance Loomis Sayles Strategic Income First Quarter 2017 Portfolio Commentary

Loomis Sayles Strategic Income Fund portfolio commentary for the first quarter of 2017.

Read more
Apr 28, 2017 Research Alliance U.S. Businesses Take the Strong Dollar in Stride—Wells Fargo Asset Management

The effects of a strong dollar aren’t always clear cut. While exchange rate effects on operations can be managed by firms, exchange rate effects can alter investment opportunities for firms.

Read more
Apr 28, 2017 Research Alliance MFS Second Quarter 2017 Capital Markets View

MFS Capital Markets Views are published each quarter to provide a broad perspective on current risks and opportunities across asset classes and regions.

Read more
Apr 28, 2017 Research Alliance Relative Valuations: Better Stock Deals in Europe and Asia?—American Century Investments

The first quarter was a mixed bag. We had an extended post-election rally, rising inflation, and potential trade barriers. Whether these will help or hurt overall economic growth is yet to be seen, but we do know there will be a selective impact on certain industries.

Read more
Apr 27, 2017 Research Alliance Loomis Sayles Investment Grade Bond First Quarter 2017 Portfolio Commentary

Loomis Sayles Investment Grade Bond Fund portfolio commentary for the first quarter of 2017.

Read more
Apr 27, 2017 Research Alliance Pairing Price With Fundamentals—MFS

If markets stumble in 2017, it likely won’t be because of some unexpected political event, but likely because of a reversal in the upturn in world trade we’ve seen recently.

Read more
Apr 27, 2017 Research Alliance How the Trump Tax Overhaul Could Affect Investors—Wells Fargo Asset Management

The Trump administration unveiled its tax plan. Here’s how the proposals could potentially affect U.S. companies, the economy, and investors.

Read more
Apr 27, 2017 Research Alliance Today’s Markets May Command an Alternative Approach—American Century Investments

Today’s market backdrop poses unique hazards for those attempting to balance the desire to grow their portfolios while not losing the nest eggs they have already built. Supplementing a portfolio with alternative strategies may be an option to help balance both objectives, but they also can have unique risks due to the complex nature of the advanced techniques they employ.

Read more
Apr 27, 2017 Research Alliance Market Implications of the First 100 Days: What’s Next?—Morgan Stanley Investment Management

As the Trump administration approaches the 100-day milestone, Morgan Stanley Investment Management's senior investment leaders discuss how the president's policy agenda is affecting their outlook on global equity, fixed-income, and listed infrastructure markets.

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.