HOME     Research

Research

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

Mar 08, 2017 Research Alliance For Women Investors: Your Life

MainStay Investments: You may not consider yourself to be the only—or even primary—financial player in your family. But did you know that most vacation, home improvement, and car-buying decisions are made by women? Your life and your finances intersect in more areas than you might imagine.

Read more
Jan 23, 2017 Research Alliance Animal Spirits—Real or Ephemeral?

Osterweis Capital Management Fourth Quarter 2016 Fixed-Income Outlook: Investors have done well in 2016 to heed the words of Heraclitus, paraphrased, "Expect the unexpected."

Read more
Apr 24, 2018 Research Alliance Osterweis Capital Management First Quarter 2018 Equity Investment Outlook

Given rising volatility, what should investors expect going forward? We'll attempt to answer that by revisiting the key questions we posed last October.

Read more
Mar 07, 2017 Research Alliance 100 Days of Change: The Importance of Immigration

J.P. Morgan: Early actions and statements by the Trump administration suggest significant changes to both illegal and legal immigration into the United States. In this bulletin, Dr. Kelly explores what the proposed changes might mean for growth, inflation, and investment returns.

Read more
Feb 13, 2017 Research Alliance All in the Family

MainStay Investments: From the walk down the aisle, to the pitter-patter of little feet, you need a financial plan that’s right for you. We can help you get started and stay invested, so you can enjoy your changing family—and not worry as much about what the future might hold.

Read more
Feb 09, 2017 Research Alliance What to Expect When Your World Order is Collapsing

Morgan Stanley Investment Management: By many accounts, the election of a former reality TV star as leader of the free world has made the future more unreal and more difficult to forecast. But Donald Trump is just a striking reminder of a basic forecasting rule: expect the unexpected. Here are our 10 trends to watch in 2017, with an eye to the unexpected.

Read more
Feb 27, 2017 Research Alliance The Reflation Trade Is Full of Hot Air

MFS: It is not clear that the Trump administration will be able to deliver reflationary policies and an increase in economic momentum commensurate with current market pricing.

Read more
Feb 28, 2017 Research Alliance Low Volatility: The Case for a Strategic Allocation in a Rising Rate Environment

MFS: There is a robust case to be made for investors to consider a strategic allocation to an actively managed low-volatility strategy and to maintain the allocation through at least one — if not more than one — market cycle to potentially benefit from the defensive attributes of these strategies over the longer term.

Read more
Jan 25, 2017 Research Alliance The Investment Outlook for 2017

J.P. Morgan: The global economy appears to be strengthening as it enters 2017, but threats to continued growth are becoming clear. Explore our 2017 investment outlook.

Read more
Jan 23, 2017 Research Alliance 100 Days of Change

J.P. Morgan: In the first 100 days of the Trump Administration, as policies begin to take shape, we will be publishing a series of short bulletins entitled "100 days of change," which will analyze the issues one-by-one, outlining the policy change that is most likely to occur and analyzing how it could impact the investment environment.

Read more

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.