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Investment Outlook

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

Jan 15, 2020 Research Alliance Extracting Income Opportunities from Volatility—Parametric

The U.S. equity income market could be in for a wild ride in 2020. Learn how exposure diversification may help your portfolio weather the coming storm.

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Jan 14, 2020 Research Alliance 2020 Investment Outlook: More Questions Than Answers—Parametric Portfolio Associates

Will the New Year bring challenges or opportunities for investors? Yes. Find out more in our 2020 investment outlook.

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Dec 26, 2019 The Fed's Sugar High—A Conversation with Guggenheim's Scott Minerd

At our Investment Forum, held November 2019, Litman Gregory senior research analyst Jack Chee interviewed Guggenheim Global CIO Scott Minerd. Their conversation touched on Guggenheim's investing approach, recession risk, the corporate bond market, the trade war, and even immigration.

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Dec 23, 2019 Research Alliance Risk and Reward of 'Mid-Cycle' Rate Cuts—Guggenheim Investments

In all likelihood, the Fed has successfully staved off recession, but current spreads reflect just how little upside there is in credit.

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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 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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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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