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

Jul 20, 2018 Research Alliance Investors Should Not Ignore the Risks of a Trade War—Guggenheim Investments

Scott Minerd, Chairman of Investments and Global CIO, joins CNBC to warn that the negative economic consequences of a protracted trade war could lead to an equity market correction.

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Jul 20, 2018 Research Alliance The Fintech Future—Osterweis Capital Management

The fintech revolution is having a major impact on the financial services industry. In this piece Jim Callinan discusses two firms leveraging financial technology that he feels are well-positioned to deliver compelling growth.

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Jul 20, 2018 Research Alliance VRDOs Give Muni Investors Ammo to Protect Against Rising Rates—Thornburg

The volatility of short-term rates, however, means the variable rate structure isn’t a silver bullet.

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Jul 19, 2018 Research Alliance Late-Cycle Boost and Boom—Guggenheim Investments

Investors should stay guarded for exogenous shocks that could pull the next recession forward and cause markets to reprice credit risk.

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Jul 19, 2018 Research Alliance A Fix for the VIX?—Parametric Portfolio Associates

Volatilité, as the World Cup champion French say, is back in the news. Amid questions about manipulation, the Cboe Volatility Index—popularly known as the "fear gauge"—is making a few changes. Will they instill more confidence? Voilà: What to expect—and what it might mean for investors.

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Jul 19, 2018 Research Alliance MedTech Disruptors—Osterweis Capital Management

Jim Callinan discusses how these three innovative MedTech firms are leveraging direct-to-consumer marketing to accelerate growth and disrupt their industry.

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Jul 18, 2018 Research Alliance No One Wins a Trade War—Guggenheim Investments

If you want to see who the real victims of tariffs are, go look in the mirror.

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Jul 18, 2018 Research Alliance Don't Overlook Quality in Small-Cap Investing—Eaton Vance

Blindly buying small caps without regard to company profitability and quality could be a recipe for disappointment.

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Jul 18, 2018 Research Alliance Active Management vs. Passive Management—Ariel Investments

Ariel’s perspective on this age-old debate.

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Jul 16, 2018 Research Alliance Getting Ahead of the Curve With Alternatives—Thornburg Investment Management

Portfolio manager Connor Browne tells Bloomberg Radio that while the economy is still strong, investors should plan ahead before the next equity downturn, and alternatives could make a lot of sense in portfolios today.

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