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

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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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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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 13, 2017 Research Alliance All in the Family

MainStay Investments: From the walk down the aisle, to the pitter-patter of little feet, you need a financial plan that’s right for you. We can help you get started and stay invested, so you can enjoy your changing family—and not worry as much about what the future might hold.

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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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Dec 29, 2017 Research Alliance OppenheimerFunds Markets Review At-a-Glance

OppenheimerFunds' Markets Review At-a-Glance weekly summary, as of December 29, 2017.

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Feb 27, 2017 Research Alliance Did 2016 “Steal” 2017 Returns?

Morgan Stanley Investment Management: Although some pundits have ascribed the recent market rally to the Trump victory, what really changed was the upcoming earnings inflection—even before the election. Historically, the fourth quarter is seasonally strong for equities, and 2016 was no different.

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