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

Dec 07, 2018 Research Alliance Did Christmas Come Early for Investors This Year?—OppenheimerFunds

Hopes that rate and trade policy issues have been resolved may be premature.

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Nov 26, 2018 Research Alliance Don't Be Scared by the Death Cross in FANG Stocks—OppenheimerFunds

In our view, it’s difficult to make the case for an imminent economic collapse—and persistent defensive sector outperformance—when 60% of US industries are expanding. Rather, that’s a clear sign for investors to focus on cyclical sectors like tech as this aging business cycle continues.

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Nov 13, 2018 Research Alliance Risk Worth Worrying About—Wells Fargo Asset Management

Active management within fixed-income allocations may help preserve wealth and generate income while managing risks.

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Nov 07, 2018 Research Alliance Now Is the Time to Invest in Growth—Osterweis Capital Management

The ongoing market volatility has increased, but research from Cornerstone Macro suggests that a slowdown in the economy may in fact be favorable for growth companies.

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Nov 05, 2018 Research Alliance Will Volatility Derail the Fed's Rate-Hike Plans?—Eaton Vance

The recent volatility has been at least partly driven by markets reacting to higher interest rates and a Federal Reserve that appears committed to further tightening. We expect more turbulence as investors realize the Fed and even other central banks are determined to pull back accommodative monetary policies that have supported markets since the financial crisis.

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Nov 05, 2018 Research Alliance An Overview of the New GICS Sector—Baron Funds

Our latest Baron Insight outlines the structural changes to GICS at the sector and sub-industry levels, along with the creation of the communication services sector. About 10% of the S&P 500 Index was impacted, including some of the largest and best-known names in the index and the IT and consumer discretionary sectors.

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Nov 05, 2018 Research Alliance Headwinds Ahead for Global Growth Stocks?—American Century Investments

"Corporate profit trends in 2019 are going to decelerate.” More on that from portfolio manager Brent Puff in his fourth quarter outlook video.

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Oct 29, 2018 Research Alliance Global Dividend Stream: Where We Saw Growth in 2018—WisdomTree

Each year, we monitor the global Dividend Stream® for growth, so that we can refresh the weights of the underlying constituent companies in various WisdomTree Indexes. Tripp Zimmerman and Ben Tan examine the areas where we saw growth this year.

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Oct 26, 2018 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Q3 2018 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 14, 2018 Research Alliance Market Volatility Spikes, but What’s “Normal”?—Parametric Portfolio Associates

As investors' stomachs churn in the wake of last week's roller-coaster drop, perspective helps. Also: a way to make a bumpy ride a little smoother.

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