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

Oct 23, 2017 Research Alliance China's Central Bank Chief Warns of "Minsky Moment"—Thornburg Investment Management

Zhou Xiaochuan appeared to be talking about China, given his contextual warnings about the country's high corporate and rising household debt loads. But the message may apply to frothy and debt-laden markets globally.

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Apr 24, 2018 Research Alliance First Quarter 2018 Strategic Income Outlook—Osterweis Capital Management

We believe there is enough evidence to support a growing economy for the next several years.

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Oct 19, 2017 Third Quarter 2017 Research Call Replay

This is a replay of our third quarter 2017 Litman Gregory research team webcast, held October 19, 2017. Topics covered (among others): the global economy, stock valuations, alternative strategies, and our latest manager due diligence.

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Oct 19, 2017 Research Alliance The Crash of '87 Was 30 Years Ago Today—OppenheimerFunds

The New York stock market crash of 1987 happened 30 years ago today when, on October 19, the Dow Jones Industrial Average plunged by a then-record 508 points—a 22% decline in the index.

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Oct 18, 2017 Research Alliance Falling Correlations Put Stock-Specific Attributes in Driver’s Seat—Thornburg Investment Management

Low market correlations make it easier for active portfolio managers to stand out—positively or negatively. But what matters most is how a portfolio of select stocks performs through market cycles, regardless of correlations.

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Oct 17, 2017 Research Alliance There's Value in Volatility. Are You Capturing It?—Parametric Portfolio Associates

Find out how we harness the volatility risk premium to produce unique risk-return profiles without the normal concerns about liquidity, leverage, and cost. This is just one way that we approach non-traditional alpha.

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Oct 17, 2017 Research Alliance Watching for Weakness in a Time of Strong Fundamentals—Guggenheim Investments

As high-yield spreads and yields approach historical lows, it is becoming increasingly important to avoid sectors and issuers that are unlikely to return full principal or satisfy interest payments for the life of the bond.

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Oct 10, 2017 Research Alliance What Brazil Taught Us About Allocating to Emerging Markets—Parametric Portfolio Associates

See how Brazil's challenges in 2015 and 2016 put a spotlight on concentration risk in emerging-market indexes and showed that it can be unrewarded.

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Oct 09, 2017 Research Alliance A New Era of Investment Opportunities Dawns—Thornburg Investment Management

India has implemented measures that combined should generate a surge in economic growth, corporate earnings, and double-digit annualized stock returns over the next decade.

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Oct 04, 2017 Third Quarter 2017 Investment Commentary

In this quarter's commentary, we highlight a few of the positive global economic indicators in support of a synchronized growth recovery. But, as always, stock market corrections can happen any time despite the global economy’s current health, and investors should prepare themselves for market dips and drops along the way.

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