HOME     Research

Research

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

Apr 26, 2019 Research Alliance A New Paradigm for Stocks: Digital vs. Decline, Not Growth vs. Value—Osterweis Capital Management

As the influence of technology continues to increase, we believe investors need to reconsider the relevance of both the traditional style matrix and sector classifications.

Read more
Apr 19, 2019 Research Alliance It's Our Turn—Osterweis Capital Management Total Return Market Outlook

Looking forward, we are loath to invest in the belly of the yield curve—specifically maturities between three and seven years.

Read more
Apr 18, 2019 Research Alliance Osterweis Capital Management First Quarter 2019 Equity Outlook

The real truth is that the yield curve has a habit of inverting more often than the economy has of going into recession.

Read more
Apr 19, 2019 Research Alliance What Do You Mean I'm Out of Money?—Osterweis Capital Management

While it is difficult to accurately forecast the timing of the next recession, we believe that growth will remain slow but positive.

Read more
Apr 18, 2019 Research Alliance Are There Cannabis Stocks in Your Portfolio? Here’s the Straight Dope—Parametric

As marijuana legalization expands and as investment grows in the industry, cannabis stocks’ footprint in the major equity indexes remains small. But that could change.

Read more
Apr 17, 2019 Research Alliance The Fed vs. the ECB: Who Will Blink First?—WisdomTree

If bond investors have learned anything this year, it is that the “winds of change” can blow in dramatically different directions regarding monetary policy. Kevin Flanagan discusses how market sentiment has shifted from where we were only four months ago.

Read more
Apr 19, 2019 Research Alliance Eaton Vance Municipal Bond Market Insight—April 2019

It was quite a quarter for all markets performance-wise. The focus in the municipal bond market turns now to taxes. With many high tax bracket investors feeling the impact of the state and local tax deduction cap, will inflows remain strong? Get the latest insights from the Eaton Vance TABS team.

Read more
Apr 18, 2019 Research Alliance March Jobs Report is a Goldilocks Number for the Fed—Eaton Vance

U.S. payroll growth returned to form in March with the economy adding 196k jobs, a bit above the 177k consensus. As far as the Fed goes, this is a perfect Goldilocks number—not too hot and not too cold.

Read more
Apr 17, 2019 Research Alliance Eaton Vance Floating-Rate Chart Book—First Quarter 2019

Use deep market data and impactful charts to help educate investors on this distinctive asset class, provide updates on current loan market conditions and performance, explain the potential role of a floating-rate loan allocation within their portfolios and learn why we’re a loan market leader.

Read more
Apr 18, 2019 Research Alliance ESG in Emerging Markets—Artisan Partners

Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson discusses her team's differentiated perspective on identifying ESG opportunities in emerging economies.

Read more

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.