Research
In-depth investment research and commentary from Litman Gregory and our Research Alliance
Flow & Tell with iShares | Sept 2021—BlackRock
September ETF flows were muted amid market volatility. Investors positioned for inflation and the spread of the economic reopening to countries like Jap...
Building resilience into ETF portfolios—BlackRock
Quality stocks with strong fundamentals could benefit from prev
Student of the Market—BlackRock
Stay ahead of the markets with monthly insights from BlackRock.
Monthly Commentaries—Artisan Partners
The most recent monthly commentaries for Artisan Partners are now available.
Impact of Evergrande on China’s Economy—Baron Capital
The impact of Evergrande on China's economy—commentary by Michael Kass, Portfolio Manager, Baron Capital.
Is the Fed Ignoring Its Own Inflation Data?—Osterweis
Underlying Inflation Gauge, which is published by their own New York branch, tells a different story.
BBH Funds August 2021 Commentaries
At some point the market may readjust its required compensation against new risks. Until then we will remain patient and […]
Weak Data and Fiscal Uncertainty Will Delay Fed Tapering—Guggenheim
The Federal Reserve (Fed) has been trying to clear the runway for a tapering announcement, but recent economic data have thrown a wrench in that plan.
De-Coding the Future of Healthcare—BlackRock
How gene-editing breakthroughs are revolutionizing disease treatments.
Clean and Green Investing for a Low-Carbon Economy—BlackRock
ETFs can help investors seek opportunities in the technologies and innovations related to renewable energy.
Positioning for The Post-Pandemic Economy—Artisan Partners
In this Insights piece the Global Equity team discusses its approach to identifying growth opportunities for Artisan International Fund.
Q3 2021 High Yield & Bank Loan Outlook: Looking at Yields in High-Yield Credit—Guggenheim Investments
ifferent segments of both high-yield corporate bonds and bank loans offer unique opportunities, and a properly diversified credit portfolio should have ...
Sustainable Investment Matrix
This content is only available to Wealth Manager–level subscribers. Upgrade here. Not logged in? Log in here.
The Power of Active, Long Term Investing—Baron Funds
Baron Funds examines historical equity performance, ultimately concluding that staying invested over longer periods increases the likelihood of positive...
Selected International Fund Fall Review 2021—Selected Funds
As Big Tech has grown in scale and scope, the Chinese government has wanted to tighten its regulatory oversight.
Davis Real Estate Fund Fall Review 2021—Davis Advisors
The most important lesson we have learned over the past two decades is that growth is not fungible.
Davis Opportunity Fund Fall Review 2021—Davis Advisors
With relatively healthy credit conditions and the important support of both fiscal and monetary stimulus, we are seeing evidence that the U.S. economy i...
Davis International Fund Fall Review 2021—Davis Advisors
The trend of stricter regulatory oversight of Big Tech is one that is global in nature.
Davis Global Fund Fall Review 2021—Davis Advisors
Following a generally strong 2020, our Chinese consumer holdings were detractors to performance in the first half of 2021, despite […]
Davis Financial Fund Fall Review 2021—Davis Advisors
Despite the sharp market recovery from the COVID panic of 2020, financial stocks remain misunderstood, mispriced and primed for long-term revaluation.