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Investment Outlook

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

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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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 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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Oct 26, 2018 Research Alliance Thornburg’s "Perspective on Volatility" Replay

The Fed’s impact on interest rates, and US–China trade relations have concerned investors and sparked recent market volatility. Thornburg has a unique global perspective across asset classes.

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Oct 12, 2018 Research Alliance The Multi Asset Team's Views on Asset Allocation (Q4 2018)—OppenheimerFunds

We remain defensive, underweighting global equities and overweighting duration, alternatives.

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Sep 24, 2018 Research Alliance Hazards of the Next Two Years—Guggenheim Investments

In this five-part video series, Brian Smedley, Head of Macroeconomic and Investment Research, discusses on Asset TV how investors can navigate a broad range of market risks as we approach the end of the current business cycle.

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Aug 20, 2018 Research Alliance Guggenheim Investments Third Quarter 2018 Fixed-Income Outlook

While the US economy remains on solid footing, exogenous risks threaten asset values, market confidence, and the strength of the US economy.

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