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

Davis Financial Fund Annual Review 2021—Davis Advisors
We remain optimistic that financial companies—banks and property and casualty insurance companies in particular—are among the most attractively priced i...

Fourth Quarter 2020 Research Webinar Replay
Watch a replay of our fourth quarter 2020 Litman Gregory research team webinar.

Davis Real Estate Fund Annual Review 2021—Davis Advisors
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.

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

The Roaring ’20s? Maybe—Osterweis
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...

Sailing the Fixed Income Seas in 2021 Webinar Replay
Covering the risks and opportunities across multiple fixed-income sectors with bond market experts from Litman Gregory, Brown Brothers Harriman (BBH), a...

Six Styles of High Yield Bond ETFs—BlackRock
Learn how iShares high yield bond ETFs can help generate income in a low rate environment.

Every Step Counts—BlackRock
Fifty years of indexing have proven investing doesn’t need to be complex.

Taking Stock: Q1 2021 Equity Market Outlook—BlackRock
What can equity investors expect in the fourth quarter? We offer three election observations and a viewpoint on seemingly “high” stock valuations.

Student of the Market—BlackRock
Stay ahead of the markets with monthly insights from BlackRock.

Davis Opportunity Fund Annual Review 2021—Davis Advisors
The market’s resiliency through a year of both heightened economic and political uncertainty has been remarkable. Investors should be selective and empl...

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

The Continuing Fat Pitch: Non-Traditional Bonds
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...

2021 IG Outlook: Despite Headwinds, a Path Forward Exists—Osterweis
As the new year begins, the investment grade (IG) market faces multiple challenges, including a recovering economy, low yields, tight spreads, and recor...

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


The Case for Waste: Finding Growth in Garbage—Osterweis
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...

2021 Global Outlook—BlackRock
We have entered a new investment order. The Covid-19 pandemic has accelerated profound shifts in how economies and societies operate across four dimensi...

A Turning Point for Fixed Income ETFs—BlackRock
How volatility in 2020 accelerated institutional adoption of fixed income ETFs

iShares 2021 Investment Outlook and ETF Implementation Guide —BlackRock
COVID-19 accelerated profound shifts in how economies and societies operate, running across four dimensions: sustainability, inequality, geopolitics and...