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Investment Outlook

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

Oct 17, 2019 Research Alliance Snoozefest or a Seismic Shift?—Osterweis Capital Management

Beneath the surface there were seismic shifts in market leadership that suggest investors are becoming increasingly cautious in their positioning.

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Oct 16, 2019 Research Alliance Osterweis Capital Management Third Quarter 2019 Equity Outlook

One of the reasons we are focusing on dominant companies is that we feel we are moving toward more of a "winner take all" economy.

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Oct 16, 2019 Research Alliance How Low Can Rates Go?—Osterweis Capital Management

The fixed income market benefited in the third quarter as both global growth fears and the trade dispute continued to drive uncertainty in financial markets.

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Sep 18, 2019 Research Alliance Forecasting the Next Recession: Will Rate Cuts Be Enough?—Guggenheim Investments

History shows that once our recession forecast model reaches current levels, aggressive policy can delay recession, but not avoid it.

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Aug 20, 2019 Research Alliance Will We Get Quantitative Easing for the Banks or for the People?—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz chatted with Samuel Rines, chief economist at Avalon Advisors, and Danielle DiMartino Booth, CEO of Quill Intelligence, about modern monetary theory, QE and interest rates.

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Aug 19, 2019 Research Alliance A Systematic Approach to Differentiation—Artisan Partners

Thematic team portfolio manager Chris Smith describes key aspects of his approach to identifying differentiation.

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Aug 09, 2019 Research Alliance Investing in the Future: iShares Megatrend ETFs—BlackRock

BlackRock megatrend products are developed and managed to offer exposure investability, evolution.

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Aug 02, 2019 Research Alliance Rosie’s Prognosis? Not Rosy—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz and Jeff Weniger spoke with Dave Rosenberg, chief economist and strategist at Gluskin Sheff. The conversation focused on global markets.

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Jul 31, 2019 Research Alliance Like a Good Neighbor, the Fed Is There—WisdomTree

The Fed has done what was widely expected−it cut the federal funds target range by a quarter-point. And while you could say the Fed is back in data-dependent mode, it appears as if monetary policy is still leaning toward another rate cut this year. Kevin Flanagan discusses.

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Jul 31, 2019 Research Alliance BlackRock Global Investment Outlook—Midyear 2019

The key change in our outlook is that we now see trade and geopolitical frictions as the principal driver of the global economy and markets.

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