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

Jan 23, 2020 Research Alliance Osterweis Capital Management Fourth Quarter 2019 Equity Outlook

The key question for 2020 and beyond is whether inflation can overcome the dampening effects of continuous technological innovation and demographics and at long last accelerate.

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Jan 21, 2020 Research Alliance Global Central Banks Fueling a Ponzi Market—Guggenheim Investments

Even though central bank easing has put off recession until 2021 or perhaps 2022, ultimately we will reach a tipping point when investors will awaken to the rising tide of defaults and downgrades.

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Jan 16, 2020 Research Alliance BBH Monthly Commentaries—December 2019

BBH monthly commentaries for November 2019.

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Jan 15, 2020 Research Alliance Extracting Income Opportunities from Volatility—Parametric

The U.S. equity income market could be in for a wild ride in 2020. Learn how exposure diversification may help your portfolio weather the coming storm.

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Dec 18, 2019 Research Alliance Economic Perspectives: The Cycle, Policy, and Politics—Thornburg

In the latest episode of Economic Perspectives, Portfolio Manager, Jeff Klingelhofer, and Director of Client Portfolio Management, Josh Yafa, discuss key questions surrounding a mix of policy and election inputs and their effect on the economic cycle.

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Dec 17, 2019 Research Alliance A Slippery Slope: Hedge with Caution in a Volatile Market—Parametric

Hedging may seem like a safe bet, but does it pose a risk for investors? Learn why it’s important to approach equity hedging with caution in a volatile market.

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Dec 12, 2019 Research Alliance The Rise of Index Investing Still Spooks Some Investors. It Shouldn’t.—Parametric

Now that passive index investing has overtaken active management, learn why this might not be as scary for the industry as it may seem.

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Oct 25, 2019 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Q3 2019 Advisor Webinar—REPLAY

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

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Oct 15, 2019 Research Alliance When Evaluating Venture-Backed IPOs, Patience Is a Virtue—Osterweis

The venture capital industry has created a robust pipeline of new public companies, but Jim Callinan believes discipline is the key to finding the best opportunities.

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Oct 01, 2019 Research Alliance What’s Driving the Market Rotation from Growth to Value?—Thornburg

A rising Treasury yield amid better economic data, easing macro risk and a few more monetary injections may be spurring the rotation. Corroborating, so far, a “mid-cycle adjustment”?

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