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Investment Outlook

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

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.

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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.

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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.

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Mar 21, 2019 Research Alliance Video: Q&A with Carl Kaufman and Eddy Vataru—Osterweis Capital Management

In this short interview, Carl Kaufman, our Co-CEO, asks Eddy Vataru, lead portfolio manager of our Total Return Fund (OSTRX), to share his views about the investment-grade fixed-income market, including the significance of an inverted yield curve, the state of the BBB sector, and the likely direction of interest rates.

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Mar 08, 2019 Research Alliance Deciphering U.S. Economic Signals —Wells Fargo Investment Institute

What impact might trade policy, slowing economic growth, and central bank actions have for investors?

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Feb 15, 2019 Research Alliance Highlights from the 2018 Baron Investment Conference—Baron Funds

View replays of conference presentations.

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Feb 04, 2019 Research Alliance QT? Bah, Humbug! It's All About Fed Policy—OppenheimerFunds

Investors should focus on U.S. Federal Reserve policy, not quantitative tightening.

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Jan 24, 2019 Research Alliance Amber Lights Flash at Davos—Guggenheim Investments

Should the mood this year at Davos prove once again to be a contra-indicator, this may be the signal that the economy is likely to re-accelerate soon and that the party in risk assets continues.

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Jan 17, 2019 Research Alliance 10 Macro Themes to Watch in 2019—Guggenheim Investments

Scott Minerd, Chairman of Investments and Global CIO, and Guggenheim’s Macroeconomic and Investment Research Group analyze the 10 macroeconomic trends likely to shape monetary policy and investment performance as we head toward a recession in 2020.

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Jan 10, 2019 Research Alliance 2019 Investment Outlook: Exit Sandman—Parametric Portfolio Associates

What can investors expect in 2019—and how can they prepare? In our 2019 investment outlook, we share the global issues keeping us awake at night, from trade wars to monetary policy.

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