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

Mar 23, 2018 Research Alliance Financials Are Investible Again—Artisan Partners

Here, the team discusses key attributes it is finding among financials companies it believes are poised for long-term profit growth, following several years in which most financials were largely uninvestible.

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Mar 22, 2018 Research Alliance J.P. Morgan Second Quarter 2018 Global Asset Allocation Views

Themes and implications from J.P. Morgan's Multi-Asset Solutions Strategy Summit.

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Mar 21, 2018 Research Alliance Industrial Process Innovation—Artisan Partners

Currently, the team has identified a number of compelling secular trends that it believes are catalysts for profit acceleration and that will drive growth for some time to come. In this article, the team discusses one of those trends—industrial process innovation.

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Mar 21, 2018 Research Alliance Are Japanese Equities No Longer Hostage to the Yen?—J.P. Morgan

Investors are used to thinking about Japanese equity performance as a function of the currency. Over the past decade, Japanese stocks have moved up during periods of currency weakness and moved down during periods of currency strength.

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Mar 20, 2018 Research Alliance Tariffs and Trade Wars: How Will Emerging Markets Fare?—American Century Investments

Client Portfolio Manager Nathan Chaudoin explains the potential impacts to emerging markets, and China in particular.

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Mar 19, 2018 Research Alliance J.P. Morgan Weekly Strategy Report

The report explores the team’s outlook for emerging-market assets, which is positive despite escalating trade tensions; healthy global growth continues to support a broad pro-risk stance.

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Mar 19, 2018 Research Alliance J.P. Morgan Weekly Market Recap

This week's chart and thought highlight announced buybacks in 2018.

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Mar 19, 2018 Research Alliance Capturing Emerging Markets Growth via Multinationals—Artisan Partners

Demographic shifts present a compelling opportunity for companies that can effectively tap into the emerging world’s changing preferences and lifestyles.

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Mar 19, 2018 Research Alliance Understanding The Confucian in Xi's Populism—Thornburg

China has dropped norms to allow President Xi Jinping to remain in power after his second term ends. While worrisome at first blush, the populist turn and consolidation of power likely has near-term economic and financial market benefits.

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Mar 19, 2018 Research Alliance Buy the Threes, Sell the Fours—MainStay Investments

We expect to see 3% GDP growth, 3% wage inflation, and 10-year Treasury yields above 3%—a great combination for both Main Street and equity investors on Wall Street.

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