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Home » Research

Research

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

Research Alliance

Davis Financial Fund Annual Review 2021—Davis Advisors

January 22, 2021

We remain optimistic that financial companies—banks and property and casualty insurance companies in particular—are among the most attractively priced i...

Davis Advisors, Financials
Asset Class Research

Fourth Quarter 2020 Research Webinar Replay

January 21, 2021

Watch a replay of our fourth quarter 2020 Litman Gregory research team webinar.

Alternative Strategies, Bitcoin, Emerging Markets, Featured, Inflation, International Bonds, U.S. Dollar
Research Alliance

Davis Real Estate Fund Annual Review 2021—Davis Advisors

January 20, 2021

As we reflect on 2020, it occurs to us that for much of the year, real estate securities lived the life of Estragon in Samuel Beckett’s Waiting for Godot.

Davis Advisors, REITs
Research Alliance

We Don’t Need No Stinkin’ Valuation Metrics—Osterweis

January 19, 2021

The question on our minds is whether or not the markets are untethered from the economy to such a degree that investors should more actively seek shelter.

Bond Market, Osterweis Capital Management, OSTIX
Research Alliance

The Roaring ’20s? Maybe—Osterweis

January 19, 2021

An increasing number of pundits are raising the possibility that the current Covid-induced recession will be followed by a boom period reminiscent of th...

Osterweis Capital Management, U.S. Stocks
Asset Class Research

Sailing the Fixed Income Seas in 2021 Webinar Replay

January 16, 2021

Covering the risks and opportunities across multiple fixed-income sectors with bond market experts from Litman Gregory, Brown Brothers Harriman (BBH), a...

ABS, Bond Market, Core Bonds, Credit Market, Featured, High-Yield, Loans/CLO
Research Alliance

Six Styles of High Yield Bond ETFs—BlackRock

January 15, 2021

Learn how iShares high yield bond ETFs can help generate income in a low rate environment.

BlackRock, High-Yield
Research Alliance

Every Step Counts—BlackRock

January 15, 2021

Fifty years of indexing have proven investing doesn’t need to be complex.

Active vs. Passive, BlackRock
Research Alliance

Taking Stock: Q1 2021 Equity Market Outlook—BlackRock

January 15, 2021

What can equity investors expect in the fourth quarter? We offer three election observations and a viewpoint on seemingly “high” stock valuations.

BlackRock, Global Stocks
Research Alliance

Student of the Market—BlackRock

January 15, 2021

Stay ahead of the markets with monthly insights from BlackRock.

BlackRock, Investment Outlook
Research Alliance

Davis Opportunity Fund Annual Review 2021—Davis Advisors

January 15, 2021

The market’s resiliency through a year of both heightened economic and political uncertainty has been remarkable. Investors should be selective and empl...

Davis Advisors, U.S. Stocks
Research Alliance

Monthly Commentaries—Artisan Partners

January 12, 2021

The most recent monthly commentaries for Artisan Partners are now available.

APDLX, Artisan Partners, ARTQX
Portfolio Updates

The Continuing Fat Pitch: Non-Traditional Bonds

January 8, 2021

Attribution analysis tells a compelling story: The combination of our active bond fund selection and our move away from core bonds since the financial c...

Featured, Flexible Bond Funds, Loans/CLO
Research Alliance

2021 IG Outlook: Despite Headwinds, a Path Forward Exists—Osterweis

January 7, 2021

As the new year begins, the investment grade (IG) market faces multiple challenges, including a recovering economy, low yields, tight spreads, and recor...

Bond Market, Investment Outlook, Osterweis Capital Management
Research Alliance

Back to (the New) Normal: Five Secular Growth Trends for 2021—Osterweis

January 7, 2021

The coronavirus pandemic was a once-in-a-lifetime event that transformed society and the economy almost overnight. We believe some of the most significa...

COVID-19, Growth, Osterweis Capital Management
Research Alliance

BBH Funds November 2020 Commentaries

December 17, 2020

BBH monthly commentaries.

BBH, Cash, Core Bonds, Global Stocks, Investment Outlook, Munis, U.S. Stocks
Research Alliance

The Case for Waste: Finding Growth in Garbage—Osterweis

December 11, 2020

Although investors don’t normally think about trash when they’re looking for growth stocks, we believe the solid waste industry is well-positioned to ou...

Osterweis Capital Management, U.S. Stocks
Research Alliance

2021 Global Outlook—BlackRock

December 10, 2020

We have entered a new investment order. The Covid-19 pandemic has accelerated profound shifts in how economies and societies operate across four dimensi...

BlackRock, COVID-19, Investment Outlook
Research Alliance

A Turning Point for Fixed Income ETFs—BlackRock

December 10, 2020

How volatility in 2020 accelerated institutional adoption of fixed income ETFs

BlackRock, Income Investing
Research Alliance

iShares 2021 Investment Outlook and ETF Implementation Guide —BlackRock

December 10, 2020

COVID-19 accelerated profound shifts in how economies and societies operate, running across four dimensions: sustainability, inequality, geopolitics and...

BlackRock, COVID-19, Investment Outlook
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