HOME     Research   United States

United States

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

Jun 05, 2019 Research Alliance Which Came First—the Chicken or the Egg?—WisdomTree

Last week, we heard a narrative regarding the movement in the stock and bond markets—specifically, that the decline in U.S. equities resulted from the drop in the U.S. Treasury 10-Year yield. Typically, the bond market reacts to developments in the stock market, not the other way around. Kevin Flanagan investigates a possible shift in the paradigm.

Read more
May 21, 2019 Research Alliance “Curve”ology 101—WisdomTree

It’s time for your final in "Curve"ology 101. Does the UST 3-Month/10-Year curve signal an upcoming recession? Kevin Flanagan explains.

Read more
May 13, 2019 Research Alliance Why Stop at 65 Times Earnings?—WisdomTree

Amazon bulls point to the company’s impressive 91% annual earnings growth in the three years ending 2018. But that may be the company’s Achilles’ heel. Jeff Weniger explains why our core large-cap strategy underweights Big Tech.

Read more
May 07, 2019 Research Alliance U.S.-Japan Trade Deal Could Trigger a Rally—WisdomTree

President Trump’s upcoming visit to Japan at the end of the month is very likely to bring a successful resolution of a U.S.-Japan bilateral trade agreement. If we get similar positive news from the U.S.-China trade front, Japan in general and exporters in particular are likely to outperform. Jesper Koll elaborates.

Read more
May 02, 2019 Research Alliance Economic Insight: Outlook for the Rest of 2019—Eaton Vance

Recent data suggest that the U.S. economy lost some of its positive momentum in Q1. However, we expect the economy to strengthen in Q2 and remain on solid ground throughout the rest of 2019. Time to be cautious? See the latest Impact Blog post from Calvert’s Vishal Khanduja and Brian Ellis.

Read more
May 01, 2019 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Q1 2019 Advisor Webinar Replay

If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.

Read more
Apr 29, 2019 Research Alliance How Close Are We to a U.S.–China Trade Deal?—WisdomTree

Today marks the 298th day of the U.S.-China trade war. Through examination of both Western and Chinese media reports, we believe a trade deal is likely to occur over the next month. Jianing Wu outlines the progress made and how to position your portfolio.

Read more
Apr 29, 2019 Research Alliance The Next Step for the Fed Could Be a Hike—Guggenheim Investments

Continued growth will ultimately lead the Fed to increase rates again. The only questions are when and can anything derail this scenario.

Read more
Apr 26, 2019 Research Alliance Infographic: Will Wage Growth Finally Trigger Inflation?—Eaton Vance

How could rising wages trigger inflation, and how could it affect investors? See our latest Advisory Blog infographic.

Read more
Apr 26, 2019 Research Alliance A New Paradigm for Stocks: Digital vs. Decline, Not Growth vs. Value—Osterweis Capital Management

As the influence of technology continues to increase, we believe investors need to reconsider the relevance of both the traditional style matrix and sector classifications.

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.