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Investment Outlook

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

Jul 10, 2019 Research Alliance BlackRock Advisor Insights Guide—Summer 2019

This quarterly report contains unique data and insights on 12,697 models provided by advisors from throughout the industry over the past 12 months. Every model has been analyzed on our Aladdin risk management platform.

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Jul 02, 2019 Research Alliance Eaton Vance Quarterly Equity Outlook—Second Quarter 2019

A potential Fed rate cut combined with any sign of improvement in the outlook for the global economy, including an easing of trade tensions, will likely be sufficient catalysts to steepen the yield curve.

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Jun 04, 2019 Research Alliance Data and the IoT—Artisan Partners

Thematic team portfolio manager Chris Smith discusses the opportunities his team is finding thanks to the rising importance of the Internet of things (IoT).

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May 02, 2019 Research Alliance Economic Insight: Outlook for the Rest of 2019—Eaton Vance

Recent data suggest that the U.S. economy lost some of its positive momentum in Q1. However, we expect the economy to strengthen in Q2 and remain on solid ground throughout the rest of 2019. Time to be cautious? See the latest Impact Blog post from Calvert’s Vishal Khanduja and Brian Ellis.

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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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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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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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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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