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Investment Outlook

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

Dec 11, 2018 Research Alliance Parametric Portfolio Associates "Making Market Volatility Work for You" Replay

The replay is now available.

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Dec 10, 2018 Research Alliance U.S. Lands Softly, Converges with Rest of the World—OppenheimerFunds

In short, 2019 will likely be a story of convergence.

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Dec 07, 2018 Research Alliance The Yield Curve is Flattening ...—Eaton Vance

The media and some market participants can get pretty worked up over the flattening Treasury curve. But the question is: Is it warranted?

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Nov 27, 2018 Research Alliance Megatrends Podcast Series—OppenheimerFunds

Welcome to Megatrends, a show that explores the investment opportunities beyond our borders.

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Nov 26, 2018 Research Alliance Rising Rates Are Beginning to Bite—Guggenheim Investments

Rising rates are hurting the most rate-sensitive sectors in a preview of the bigger slowdown headed our way.

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Nov 20, 2018 Research Alliance Fixed-Income Outlook: Jogging to the Exits—Guggenheim Investments

Preparing for the market turbulence that typically occurs in the run up to a recession.

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Nov 19, 2018 Research Alliance Chris Davis on the Current Market—Selected Funds

While recent wild market swings may have felt stomach-churning and sent some investors running for cover, Chris Davis, Portfolio Manager and Chairman of Davis Advisors, reminds investors that, “market corrections are the norm, not the exception” and that long-term investors, “should root for more volatility.”

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Nov 07, 2018 Research Alliance Turtle Thoughts: Ariel Investments Third Quarter 2018 Portfolio Manager Letters

It is worth noting that during a time when the popular names are soaking up most of the sun, some tremendous values are hanging out in the shade—which should inevitably prevent them from getting burned.

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Nov 05, 2018 Research Alliance Ariel Investments October 2018 Commentary

To commemorate Ariel Investments’ 35th anniversary, we thought it would be unique to have our founder, CEO, and Chief Investment Officer, John W. Rogers, Jr., and our president, Mellody Hobson, offer their perspective on building a firm with a commitment to generating sustainable returns through patience, focus, independent thinking and teamwork.

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Nov 05, 2018 Research Alliance The Yield Curve Doesn't Lie—Guggenheim Investments

In this update to our recession forecast, we examine the flattening yield curve and conclude that it remains a powerful indicator of coming recession, despite prevailing sentiment to the contrary.

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