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

Jan 14, 2019 Suffering Liquidity Withdrawal Syndrome, Market Gets Its Fix—Thornburg

It appears the “Powell Put” has been exercised as the Fed chief declares no “pre-set” course on rates and no “hesitation” to change its balance sheet runoff. But does the economy still need Fed accommodation, or do markets just want it?

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Jan 04, 2019 Research Alliance Allocating Based on Risk in Fixed Income Markets—OppenheimerFunds

The Wall Street Transcript interviews Peter Strzalkowski on navigating risks and trends.

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Jan 03, 2019 Research Alliance Hermes for the Holidays?—OppenheimerFunds

Rising wealth is increasing global demand for luxury goods.

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Jan 02, 2019 Research Alliance EM Feeling the Pinch of U.S. Tightening—OppenheimerFunds

With capital flowing back to the United States, emerging markets must adjust to a new world order.

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Dec 26, 2018 Research Alliance What in the Duration is Going on in Fixed Income?—Wells Fargo Asset Management

We’re addressing interest rate sensitivity in your clients’ portfolios—talking about views on duration with a focus on helping limit risk.

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Dec 22, 2018 Research Alliance How Ballot Measures Matter To The Muni Outlook—Wells Fargo Asset Management

The November 2018 elections include several measures that could affect state and local government finances well into the future.

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Dec 21, 2018 Research Alliance The Passive Aggressive “Agg”—Wells Fargo Asset Management

Passive bond portfolios linked to this index may be exposing investors to more risk than realized.

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Dec 20, 2018 Research Alliance Five Key Risks for the Equity Market—Wells Fargo Asset Management

Despite concerns about slower growth abroad, now may be an opportune time to selectively increase U.S. equity exposure.

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Dec 18, 2018 Research Alliance U.S. Consumers Poised to Drive Demand in 2019—Osterweis Capital Management

In his 2019 preview, Jim Callinan explains why he feels retail businesses are the likely engines for growth and shares his views on sectors and firms that should outperform.

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Dec 17, 2018 Research Alliance Parametric Portfolio Associates "Looking East" Webinar Replay

Hear Tim Atwill, Parametric's head of investment strategy, and his brother David Atwill, associate professor of Chinese history at Penn State University, as they discuss two views on a country frequently misunderstood by many investors.

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