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

Jun 26, 2017 Research Alliance J.P. Morgan Weekly Strategy Report

This week's report explains our increasing interest in emerging-market debt and its potential role in our multi-asset portfolios as the business cycle matures.

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Jun 26, 2017 Research Alliance J.P. Morgan Weekly Market Recap

This week's chart and thought highlight GDP and private payroll growth.

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Jun 26, 2017 Research Alliance Is OPEC Irrelevant?—Loomis Sayles

OPEC’s ability to control prices appears to have waned because of its past missteps. So, has OPEC lost its touch? Is OPEC irrelevant?

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Jun 26, 2017 Research Alliance Consider High-Yield, Emerging-Market Debt—Morgan Stanley Investment Management

Where can investors find yields that keep pace with inflation? Andrew Harmstone, portfolio manager for the Global Multi-Asset team, has some specific suggestions.

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Jun 26, 2017 Research Alliance Alternatives: Separating Fact From Fiction—American Century Investments

Even after a rapid growth spurt, alternatives remain mysterious to many investors. Senior vice president and head of Alternative Investments Cleo Chang clarifies the facts.

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Jun 26, 2017 Research Alliance J.P. Morgan Third Quarter 2017 Global Equity Views

Strong first quarter earnings results affirm our view of a synchronized global recovery in profitability. We see a supportive environment for equity investing, particularly for emerging-market and European equities, where valuations are less stretched.

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Jun 23, 2017 Research Alliance OppenheimerFunds Markets Review At-a-Glance

OppenheimerFunds' Markets Review At-a-Glance weekly summary, as of June 23, 2017.

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Jun 23, 2017 Research Alliance Weaning the Global Economy Off Stimulus—Morgan Stanley Investment Management

The era of quantitative easing—the life support offered by central banks since 2008—may soon come to an end. Andrew Harmstone, portfolio manager for the Global Multi-Asset team, discusses the prognosis for the world's major economies, including potential complications.

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Jun 23, 2017 Research Alliance Commodity and Emerging Market Performance: Is This Divergence Sustainable?—Loomis Sayles

Emerging-market assets were hit hard by the crash in commodity prices in 2014–2015, but so far this year, emerging-market and commodity performance have diverged. This doesn’t square with the market rule of thumb.

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Jun 23, 2017 Research Alliance Where in the World Can Value Be Had in the Equity Markets?—Knowledge Leaders Capital Blog

To say that value is difficult to find in the global equity markets would be an understatement. In fact, when we look at all 44 of the developed-market regions and region/sectors, what we find is that in only 10 of them is the median company trading at a discount to its own 10-year average multiple.

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