HOME     Research   United States

United States

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

Feb 14, 2019 Research Alliance Baron Funds Q4 2018 Letters

Read letters from CEO & CIO Ron Baron, President Linda Martinson, and all our portfolio managers.

Read more
Feb 07, 2019 Research Alliance Capitulation, Thy Name Is Powell—OppenheimerFunds

The U.S. Federal Reserve faces reality and decides to pause on raising interest rates.

Read more
Feb 07, 2019 Research Alliance A Distinct Approach to Global Investing—Baron Funds

In this piece, Alex Umansky, portfolio manager of Baron Global Advantage Fund, discusses how he finds “big ideas”—unique, competitively advantaged companies driving or benefiting from disruptive change—in global markets.

Read more
Jan 31, 2019 Research Alliance "Don't Do It" Can Be Good Investment Advice—OppenheimerFunds

Investors who reacted quickly to late 2018 volatility may be regretting their hastiness.

Read more
Jan 29, 2019 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Q4 2018 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
Jan 24, 2019 Research Alliance Osterweis Capital Management January 2019 Equity Outlook

While there is certainly a litany of worries we can dwell on, we would rather take a more balanced approach. None of these issues is new to us. Meanwhile many economic indicators remain positive and reflect economic strength.

Read more
Jan 14, 2019 Research Alliance 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?

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

Rising wealth is increasing global demand for luxury goods.

Read more
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.

Read more
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.

Read more


Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.