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

Aug 23, 2017 Research Alliance P/E Divergence in Small Caps: What to Know—American Century Investments

Investor sentiment has been on the side of small-cap growth, widening the difference between the P/E ratios of growth and value. Matt Oldroyd discusses this divergence and what it could mean for the small-cap space.

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Aug 22, 2017 Research Alliance Webcast Replay: Balancing Target-Date Risks for Changing Market Environments—American Century Investments

Rich Weiss and Rick Luchinsky discussed the implications of the tremendous growth of assets in target-date funds and more.

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Aug 22, 2017 Research Alliance Performance Trends Highlight Our Optimism on Foreign Stocks—Knowledge Leaders Capital

Equity allocators should take note that performance trends in North America are deteriorating while they are picking up outside the United States.

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Aug 22, 2017 Research Alliance Looking for the Bear—Wells Fargo Asset Management

I don’t see the set up for a thematic big bear market yet. My guess is the next bear is one that comes out of the blue in the wake of some largely unforeseen event.

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Aug 22, 2017 Research Alliance J.P. Morgan Third Quarter 2017 Quarterly Perspectives

Often referred to as the "guide to the Guide," the Quarterly Perspectives uses Guide to the Markets slides to provide timely and relevant commentary that addresses key market and economic themes.

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Aug 22, 2017 Research Alliance The New Case for Emerging Markets—Hartford Funds

It’s still not too late for investors to invest in emerging markets.

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Aug 21, 2017 Research Alliance Reports of the Death of Emerging Markets Have Been Greatly Exaggerated—American Century Investments

We believe the long-term secular growth story in emerging markets remains intact.

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Aug 21, 2017 Research Alliance J.P. Morgan Weekly Strategy Report

The report analyzes the impact of a stronger euro on euro area equities, where the team maintains an overweight as part of a diversified approach to stock exposure.

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Aug 21, 2017 Research Alliance J.P. Morgan Weekly Market Recap

This week's chart and thought highlight U.S. financial conditions.

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Aug 21, 2017 Research Alliance Tobacco: Smoke Without Fire—Morgan Stanley Investment Management

The tobacco industry was surprised by the July 28 announcement that the Food and Drug Administration was looking to reduce the nicotine in traditional combustible cigarettes to non-addictive levels, and questioning the role of menthol.

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