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

Jan 24, 2019 Research Alliance Amber Lights Flash at Davos—Guggenheim Investments

Should the mood this year at Davos prove once again to be a contra-indicator, this may be the signal that the economy is likely to re-accelerate soon and that the party in risk assets continues.

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Jan 18, 2019 Research Alliance Up the Escalator, Down the Elevator—Guggenheim Investments

An uptick in corporate defaults in 2019 will mark the beginning of a prolonged period of stress in the corporate bond market.

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Jan 17, 2019 Research Alliance 2019 Emerging Markets Outlook: The Case for Optimism—Parametric

It’s no secret: Emerging-market equities had a rough 2018. But as we look ahead to 2019, our outlook highlights three reasons this asset class may be poised for a comeback.

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Jan 17, 2019 Research Alliance 10 Macro Themes to Watch in 2019—Guggenheim Investments

Scott Minerd, Chairman of Investments and Global CIO, and Guggenheim’s Macroeconomic and Investment Research Group analyze the 10 macroeconomic trends likely to shape monetary policy and investment performance as we head toward a recession in 2020.

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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?

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Jan 10, 2019 Research Alliance 2019 Investment Outlook: Exit Sandman—Parametric Portfolio Associates

What can investors expect in 2019—and how can they prepare? In our 2019 investment outlook, we share the global issues keeping us awake at night, from trade wars to monetary policy.

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Jan 09, 2019 Research Alliance Q&A: Facts and the Future of Factor Investing—OppenheimerFunds

Christopher Polk of the London School of Economics discusses the outlook for quantitative investing.

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Jan 08, 2019 Research Alliance Seeking Income? Here's One Way to Avoid Dividend Traps—OppenheimerFunds

Looking at fundamentals of dividend stocks can help investors avoid unpleasant surprises.

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Jan 08, 2019 Research Alliance Ariel Investments December 2018 Commentary

As our investors know well, we play long ball at Ariel and do not get caught up in the drama that whipsaws the markets. Accordingly, we will continue to follow our disciplined, patient investing approach and do our best to position our portfolios to withstand that which we cannot control, while always driving towards an ever elusive finish line.

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Jan 07, 2019 Research Alliance The Multi-Asset Team's Views on Asset Allocation (Q1 2019)—OppenheimerFunds

We shifted to overweight emerging market equities versus developed markets.

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