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

Dec 15, 2017 Research Alliance Taking an Open-Minded Look at International Equities—Wells Fargo Asset Management

With many eyes fixated on the U.S. bull market run—and all the economic and political variables nipping at its bullish heels—now feels like a good time to turn our attention to international markets.

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Dec 15, 2017 Research Alliance Harnessing the Power of a Global Perspective—BNY Mellon

Whether investing in stocks or bonds, building a portfolio of actively selected global securities offers investors the potential to identify more risk-adjusted return opportunities than from a domestic-only universe. We think there are five main reasons for going global now.

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Dec 13, 2017 Research Alliance A Difficult Place to Start: Investing in 2018 and Beyond—J.P. Morgan

Entering 2018, investors should feel richly rewarded by a long economic expansion and extended bull market. However, they should also recognize that it is not a great starting point.

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Dec 11, 2017 Research Alliance Artisan Partners November 2017 Monthly Commentaries

Monthly commentaries from Artisan Partners, with performance as of November 30, 2017.

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Dec 11, 2017 Research Alliance J.P. Morgan Weekly Strategy Report

This week’s report delves into why high yielding dividend paying stocks have lagged and identifies opportunities for sustainable yields with decent dividend growth.

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Dec 11, 2017 Research Alliance J.P. Morgan Weekly Market Recap

This week's chart and thought highlight how the equity market is pricing in tax reform.

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Dec 11, 2017 Research Alliance Will the Fed Spoil the Emerging Markets Party?—J.P. Morgan

U.S. equity performance has been solid this year, but 2017 looks set to be the second consecutive year that emerging-market equities outperform.

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Dec 10, 2017 Research Alliance Identifying Growth Opportunities in Financials—Artisan Partners

A discussion with Artisan Partners Growth Team portfolio managers Jim Hamel and Craigh Cepukenas.

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Dec 08, 2017 Research Alliance A Scientific Approach to Identifying Profit Cycles—Artisan Partners

The Growth Team portfolio managers discuss their approach to identifying compelling potential growth opportunities and how they aim to make that process as scientific and repeatable as possible.

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Dec 08, 2017 Research Alliance Ariel Investments November 2017 Commentary

We believe that disruptive industry trends will create opportunities for investors and that being able to differentiate the winners from the losers is a critical part of our research. In our opinion, deep industry knowledge is the key to successfully assessing the impact of disruption.

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