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

Nov 08, 2018 Research Alliance How Will the Midterm Election Results Impact the Markets?—Parametric Portfolio Associates

How will stocks and bonds react to the midterm election in the coming months? We look at a few likely outcomes.

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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 07, 2018 Research Alliance The Trade Deal Formerly Known as NAFTA—Wells Fargo Investment Institute

Explore how the new trade deal may impact the US economy and markets.

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Nov 07, 2018 Research Alliance Turtle Thoughts: Ariel Investments Third Quarter 2018 Portfolio Manager Letters

It is worth noting that during a time when the popular names are soaking up most of the sun, some tremendous values are hanging out in the shade—which should inevitably prevent them from getting burned.

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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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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 The Yield Curve Doesn't Lie—Guggenheim Investments

In this update to our recession forecast, we examine the flattening yield curve and conclude that it remains a powerful indicator of coming recession, despite prevailing sentiment to the contrary.

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Nov 05, 2018 Research Alliance Do ESG Screens Hurt Returns?—Parametric Portfolio Associates

What’s the effect of socially responsible investing on portfolio performance? Turns out, applying ESG screens doesn’t mean sacrificing returns. Here’s why.

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Nov 05, 2018 Research Alliance Headline Noise Obscures Underlying Emerging Market Drivers—Thornburg

Positive catalysts are in place in all three countries, and across emerging markets valuations and earnings expectations make for a potential rebound in 2019.

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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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