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

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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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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Mar 08, 2017 Research Alliance For Women Investors: Your Life

MainStay Investments: You may not consider yourself to be the only—or even primary—financial player in your family. But did you know that most vacation, home improvement, and car-buying decisions are made by women? Your life and your finances intersect in more areas than you might imagine.

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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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Mar 07, 2017 Research Alliance 100 Days of Change: The Importance of Immigration

J.P. Morgan: Early actions and statements by the Trump administration suggest significant changes to both illegal and legal immigration into the United States. In this bulletin, Dr. Kelly explores what the proposed changes might mean for growth, inflation, and investment returns.

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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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