HOME     Research


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

Oct 20, 2017 Research Alliance Osterweis Capital Management Third Quarter 2017 Equity Investment Outlook

During the third quarter, the economy continued its slow, low inflationary expansion and the equity market continued to gain ground.

Read more
Oct 20, 2017 Research Alliance The Hidden Risks Behind the Withdrawal of QE—T. Rowe Price

The looming prospect of central bank balance sheet retrenchment is raising fears that some of these forces may suddenly re-emerge, leaving chaos in their wake.

Read more
Oct 20, 2017 Research Alliance How Factors Can Help Investors Make Sense of the Markets—Wells Fargo Asset Management

How did stocks and bonds perform in the third quarter of 2017? Let’s start with the standard view, using indexes to assess what did, and didn’t, do well. Then let’s look at performance through the lens of factors.

Read more
Oct 19, 2017 Research Alliance Exploiting the Beta Anomaly—Wells Fargo Asset Management

The choice of beta has significantly affected returns and turnover with little impact on risk.

Read more
Oct 19, 2017 Research Alliance The Crash of '87 Was 30 Years Ago Today—OppenheimerFunds

The New York stock market crash of 1987 happened 30 years ago today when, on October 19, the Dow Jones Industrial Average plunged by a then-record 508 points—a 22% decline in the index.

Read more
Oct 19, 2017 Research Alliance All is NOT "Quiet on the Western Front"—Osterweis Capital Management

Beyond the seemingly placid markets, there is a movement beneath the calm that could have future implications for the bond markets, which we feel merits special attention.

Read more
Oct 19, 2017 Research Alliance BBH Intermediate Municipal Bond Third Quarter 2017 Update

BBH Intermediate Municipal Bond Fund Class I had a total return of 1.84% in the third quarter, as compared to the benchmark Bloomberg Barclays 1-15 Year Municipal Index, which had a return of 0.93%.

Read more
Oct 18, 2017 Research Alliance BBH Global Core Select Third Quarter 2017 Update

Equities around the world surged in the third quarter making 2017 yet another very good year—at least so far—for equity investors.

Read more
Oct 18, 2017 Research Alliance Don't Wait for the Macro, Japanese Companies are Already Delivering—T. Rowe Price

Strong corporate fundamentals continue to highlight that the opportunity in Japanese stocks should not be defined by the Japanese economy.

Read more
Oct 18, 2017 Research Alliance Millennials, Money, and the Happiness Factor—Wells Fargo Asset Management

This generation is motivated by more than dollars and cents.

Read more


Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.