HOME     Research


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

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
Oct 24, 2016 Research Alliance Client Conversations: A High-Tech Tomorrow Today

Hartford Funds: The power of the smartphone will change the way you'll live the next stage of life.

Read more
Jan 12, 2017 Research Alliance Using Technology to Not Retire

Hartford Funds: Increase your value by showing clients how to stay relevant in the labor force when they're not ready to leave.

Read more
Jan 06, 2017 Year-End 2016 Investment Commentary

In our year-end investment commentary, we look back at 2016 as well as ahead to 2017. Several trend reversals occurred in 2016 that leave us hopeful the portfolios we manage will outperform in the coming years. Finally, we speak to client concerns regarding our overweight to foreign stocks and how a potential “regime shift” in financial markets and the global economy would impact our positions.

Read more


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