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Investment Outlook

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

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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Jan 08, 2019 Research Alliance Ariel Investments December 2018 Commentary

As our investors know well, we play long ball at Ariel and do not get caught up in the drama that whipsaws the markets. Accordingly, we will continue to follow our disciplined, patient investing approach and do our best to position our portfolios to withstand that which we cannot control, while always driving towards an ever elusive finish line.

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Jan 07, 2019 Research Alliance The Multi-Asset Team's Views on Asset Allocation (Q1 2019)—OppenheimerFunds

We shifted to overweight emerging market equities versus developed markets.

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Jan 04, 2019 Research Alliance CEO Jason Brady Looks to Fundamentals During Volatility—Thornburg

Thornburg president and CEO Jason Brady says it's important for investors to look at the fundamentals of a company during volatility instead of the headlines in an in-studio interview with Bloomberg TV.

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Jan 02, 2019 Research Alliance Amid New-Year Forecasts, Focus on Fundamentals, Not Endpoints—Thornburg

Year-ahead predictions of index and price points rarely turn out to be accurate. Directional and relative value analyses are usually better guideposts, all year round.

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Jan 02, 2019 Research Alliance Sometimes Meteors Strike the Earth—Guggenheim Investments

What would be a normal seasonal correction is turning into the worst December selloff in equities since the Great Depression.

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