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

Apr 09, 2018 Research Alliance The Search for Yield in Undervalued Places—OppenheimerFunds

Income-generating investments have become expensive, but there is a value-conscious way to pursue yield.

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Apr 06, 2018 Research Alliance Quarterly Global Macro Update—OppenheimerFunds

Our Global Debt team features its quarterly update on macroeconomic conditions globally.

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Apr 05, 2018 First Quarter 2018 Investment Commentary

The 10% market correction this year was short-lived, but it provided a reality check for equity investors. However, the U.S. economy and wider global economy still look solid in the near term. Looking ahead, we have positioned our portfolios for further volatility and likely lower equity returns as the markets ride out what is already a longer-than-usual economic cycle.

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Apr 05, 2018 Research Alliance Will Trade Skirmishes End the Economic Cycle?—OppenheimerFunds

Tariffs announced thus far are small and unlikely to have a significant impact on growth.

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Apr 05, 2018 Research Alliance The Tech Wreck, Bank Breach, and Welcome Return of Market Volatility —Thornburg

Tech and financials led the recent selloff.

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Apr 04, 2018 Research Alliance How RIAs May Address the Need for Financial Literacy—OppenheimerFunds

Helping clients improve their financial literacy is an increasingly urgent issue for RIAs.

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Mar 26, 2018 Research Alliance When Fiscal and Monetary Policy Collide—Guggenheim Investments

The markets are potentially on a collision course for disaster, brought about by strong fiscal stimulus late in the business cycle. Take the opportunity to trade up in quality and to shorten duration.

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Mar 26, 2018 Research Alliance Regulators Seeking to Tax or Break U.S. Tech Giants Face Tough Task—Thornburg

While U.S. tech giants are effective monopolies, they are so in an unconventional way, making taxing them easier than breaking them up.

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Mar 19, 2018 Research Alliance Understanding The Confucian in Xi's Populism—Thornburg

China has dropped norms to allow President Xi Jinping to remain in power after his second term ends. While worrisome at first blush, the populist turn and consolidation of power likely has near-term economic and financial market benefits.

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Mar 15, 2018 Research Alliance Tax-Loss Harvesting: What Were the Headline Opportunities in 2017?—Parametric Portfolio Associates

Pockets of weakness in specific sectors—whether temporary or permanent—can be systematically captured for tax losses.

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