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

Dec 31, 2016 Qualities that Define Litman Gregory

Co-founder Ken Gregory shares his thoughts on Litman Gregory’s key strengths and what makes us unique.

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Mar 01, 2017 Research Alliance High-Yield Bonds In Rising Rates

Morgan Stanley Investment Management: There are times when it might not pay to play it safe in the bond market, and one of those times is now, argues Richard Lindquist, the lead high-yield bond fund portfolio manager at Morgan Stanley Investment Management.

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Feb 15, 2017 Research Alliance Convertibles: Sharp Handling of the Trump, Dow 20,000 Turns

MainStay Investments: We recently caught up with Portfolio Manager, Edward Silverstein, of the MacKay Shields’ Convertible Bond Team, who advises a 2016 Lipper Fund Award winner, MainStay Convertible Fund.

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Feb 22, 2017 Research Alliance Municipals: Location, Location, Location

MainStay Investments: It turns out that location applies to more than just real estate. Location matters for municipal bond portfolios, too, according to David Dowden, Portfolio Manager at MacKay Municipal Managers (subadvisor of several MainStay Funds).

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Dec 29, 2017 Research Alliance OppenheimerFunds Markets Review At-a-Glance

OppenheimerFunds' Markets Review At-a-Glance weekly summary, as of December 29, 2017.

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Feb 27, 2017 Research Alliance Did 2016 “Steal” 2017 Returns?

Morgan Stanley Investment Management: Although some pundits have ascribed the recent market rally to the Trump victory, what really changed was the upcoming earnings inflection—even before the election. Historically, the fourth quarter is seasonally strong for equities, and 2016 was no different.

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Feb 23, 2017 Research Alliance The EDGE—Case Study: CRISPR

Morgan Stanley Investment Management: Clustered regularly interspaced short palindromic repeats (CRISPR) is a new tool for genetic research that allows scientists to locate specific segments of DNA and then replace or delete those segments. It enables scientists to alter organisms for either therapeutic or research purposes, both before and after they have developed. For investors, it has the potential to birth new industries and disrupt existing medical treatments.

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Feb 08, 2017 Research Alliance Buffetting Global Equity: Taking Quality to the Next Level

Morgan Stanley Investment Management's William Lock discusses how a strategy that his team manages has incorporated the Buffett philosophy into a long-standing, successful global investment strategy suitable for institutional and professional equity investors.

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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.

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Jan 31, 2017 Research Alliance A Mixed Bag, Not a Game Changer

MFS's James Swanson gives four reasons he thinks the post-election euphoria won’t last.

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