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

Apr 20, 2017 Research Alliance Who You Callin' an Idiom?—Osterweis Capital Management

The financial media and many investors have been so focused on news headlines that they are missing the fact that economic growth is continuing to improve around the world.

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Jan 03, 2018 Research Alliance OppenheimerFunds Quarterly Markets Review At-a-Glance

OppenheimerFunds' Markets Review At-A-Glance for the fourth quarter of 2017.

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Apr 06, 2017 First Quarter 2017 Investment Commentary

A quick survey of the economic landscape suggests the environment should remain supportive of stocks and other risk assets, at least over the next six to 12 months or so. But we continue to believe high current valuations will be a major headwind to U.S. stock market returns looking out longer term. Our portfolios are prepared for higher volatility, and we remain confident in our positioning and in our investment process. Our focus is on prudently managing our diversified portfolios to achieve long-term, risk-adjusted returns.

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Jan 19, 2017 Litman Gregory Fourth Quarter Research Q&A

Each quarter, we hold a live webinar to address questions from clients about our investment views and current strategy. Among other topics, we discussed portfolio performance and our investment discipline, the key underpinnings of our strategic positioning, the performance of alternatives in 2016, and our thoughts on commodity-related investments.

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Mar 14, 2017 Research Alliance U.S. Value Stocks—Living Up to Their Name

T. Rowe Price: From an investment style perspective, 2016 was all about value stocks convincingly outperforming their growth-oriented counterparts over the year. Early in 2017, this trend has become less clear cut, with both growth and value areas of the market sharing the limelight in driving the U.S. equity market higher.

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Feb 28, 2017 Research Alliance A Tour of Creative Destruction in the United States

Gavekal Capital: In the year 1900 New York City was home to one horse for every five people. Horses played a key role in society from transportation to manufacturing to employment.

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Mar 07, 2017 Research Alliance Hot Air Balloon Economy

Gavekal Capital: The interplay between debt and income can be a difficult thing to understand. Here is a useful analogy. Imagine a hot air balloon lying on the ground preparing for take-off.

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Mar 06, 2017 Research Alliance A Massive Liquidity Illusion

Gavekal Capital: Since the election we’ve heard the rally in stocks characterized as a “Trump Trade” or a “reflation” trade. We think there is a really important element missing from this analysis that could change very quickly over the next several weeks.

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Mar 03, 2017 Research Alliance Putting the Snap IPO into Historical Context

Gavekal Capital: The Snap IPO has garnered a fair amount of coverage over the last two days so we thought we’d put some data behind the phenomenon.

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Feb 22, 2017 What's So Good (and Bad) About a Strong Dollar

There is no shortage of headlines discussing the U.S. dollar’s rise. Whether the results are broadly positive or negative depends on the reasons for strength and how high the dollar rises.

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