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

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.

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Jan 30, 2019 Research Alliance Osterweis Strategic Income Fund Q4 2018 Advisor Teleconference Replay

If you missed the Osterweis Strategic Income Fund quarterly update teleconference, you can listen to the replay.

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Jan 30, 2019 Research Alliance An Enhanced Value Proposition for Senior Loans—OppenheimerFunds

The 2018 sell-off presents an opportunity to realize price gains as well as income.

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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.

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Jan 29, 2019 Research Alliance Why RIAs Should Consider Private Credit—OppenheimerFunds

Private credit strategies may help portfolios withstand a low-yield, rising rates environment.

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Jan 28, 2019 Research Alliance Not as BBBad as You’ve Heard—Osterweis Capital Management

BBB issuers have received a lot of bad press recently, but John Sheehan believes the perception is worse than the reality and that credit selection is key to finding good risk adjusted returns within the diverse BBB universe.

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Jan 25, 2019 Research Alliance Headwinds Are Blowing, But the Ship Sails Onward—Osterweis Capital Management

We believe yield curve flattening at this stage is not a precursor to recession unless there is a specific driver for recession, which we don't see at this time.

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Jan 24, 2019 Fourth Quarter 2018 Research Call Replay

Listen to a replay of our fourth quarter 2018 Litman Gregory research team webinar. Topics covered (among others): U.S. equity valuations, REITs, our conviction in European stocks, and managed futures performance.

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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.

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Jan 24, 2019 Research Alliance Will the Real Market Please Stand Up—Osterweis Strategic Income Outlook

We have been taking advantage of the flatter yield curve by increasing our holdings in commercial paper, short-dated investment-grade floating-rate notes, and some higher-rated shorter-term bonds.

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