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

Mar 09, 2017 Research Alliance Floating-Rate Loans: The Floor Is In

MainStay Investments: Inflation is inching up, the Federal Reserve appears poised to gradually raise interest rates, and three-month LIBOR now exceeds 1%. Put it all together, and it looks like “the floor is in” on those floating-rate loans that have minimum coupons, according to portfolio manager Art Torrey, who advises MainStay Floating Rate Fund.

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Jan 23, 2017 Research Alliance Animal Spirits—Real or Ephemeral?

Osterweis Capital Management Fourth Quarter 2016 Fixed-Income Outlook: Investors have done well in 2016 to heed the words of Heraclitus, paraphrased, "Expect the unexpected."

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Apr 24, 2018 Research Alliance Osterweis Capital Management First Quarter 2018 Equity Investment Outlook

Given rising volatility, what should investors expect going forward? We'll attempt to answer that by revisiting the key questions we posed last October.

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Mar 07, 2017 Research Alliance Navigating Optimism and Uncertainty

MainStay Investments: With optimism and uncertainty both at historic highs, what could the prospects be for growth in 2017, and how should investors identify opportunity?

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Jan 19, 2017 Fourth Quarter 2016 Research Call Replay

This is a replay of Litman Gregory's fourth quarter 2016 research team webcast, held January 19, 2017. Topics covered (among others): recent portfolio underperformance, a Trump presidency, foreign stocks, and alternative strategies.

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Feb 23, 2017 Research Alliance Playing Defense in High-Yield

MainStay Investments: Income is still hard to come by, and that challenge is now compounded by the very real threat to principal, experienced in a rising rate environment. Suddenly, volatility matters.

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Dec 31, 2016 Qualities that Define Litman Gregory

Co-founder Ken Gregory shares his thoughts on Litman Gregory’s key strengths and what makes us unique.

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Mar 01, 2017 Research Alliance High-Yield Bonds In Rising Rates

Morgan Stanley Investment Management: There are times when it might not pay to play it safe in the bond market, and one of those times is now, argues Richard Lindquist, the lead high-yield bond fund portfolio manager at Morgan Stanley Investment Management.

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Feb 15, 2017 Research Alliance Convertibles: Sharp Handling of the Trump, Dow 20,000 Turns

MainStay Investments: We recently caught up with Portfolio Manager, Edward Silverstein, of the MacKay Shields’ Convertible Bond Team, who advises a 2016 Lipper Fund Award winner, MainStay Convertible Fund.

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Feb 22, 2017 Research Alliance Municipals: Location, Location, Location

MainStay Investments: It turns out that location applies to more than just real estate. Location matters for municipal bond portfolios, too, according to David Dowden, Portfolio Manager at MacKay Municipal Managers (subadvisor of several MainStay Funds).

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