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

Feb 15, 2017 Research Alliance Largest Monthly Gain in U.S. Core-CPI Since March 2006

Gavekal Capital: CPI excluding food and energy (core-CPI) increased by 31 bps in January for the largest one month increase since March 2006.

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Feb 15, 2017 Research Alliance Convertibles: Sharp Handling of the Trump, Dow 20,000 Turns

MainStay Investments: We recently caught up with Portfolio Manager, Edward Silverstein, of the MacKay Shields’ Convertible Bond Team, who advises a 2016 Lipper Fund Award winner, MainStay Convertible Fund.

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Feb 13, 2017 Research Alliance Fewer Stocks Outperforming as the Market Moves Higher

Gavekal Capital: Just 44% of developed market stocks have outperformed the MSCI World Index over the past 200 days compared to 57% outperforming on average over the past 15 years.

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Feb 13, 2017 Research Alliance All in the Family

MainStay Investments: From the walk down the aisle, to the pitter-patter of little feet, you need a financial plan that’s right for you. We can help you get started and stay invested, so you can enjoy your changing family—and not worry as much about what the future might hold.

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Feb 10, 2017 Research Alliance Boom-Bust Barometer Making All-Time Highs

Gavekal Capital: The Boom-Bust Barometer (made famous by Dr. Ed Yardeni) is a simple, but effective, way of avoiding large drawdowns in the stock market.

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Feb 09, 2017 Research Alliance What to Expect When Your World Order is Collapsing

Morgan Stanley Investment Management: By many accounts, the election of a former reality TV star as leader of the free world has made the future more unreal and more difficult to forecast. But Donald Trump is just a striking reminder of a basic forecasting rule: expect the unexpected. Here are our 10 trends to watch in 2017, with an eye to the unexpected.

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Feb 08, 2017 Research Alliance Buffetting Global Equity: Taking Quality to the Next Level

Morgan Stanley Investment Management's William Lock discusses how a strategy that his team manages has incorporated the Buffett philosophy into a long-standing, successful global investment strategy suitable for institutional and professional equity investors.

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Feb 06, 2017 Research Alliance Clipper Fund Annual Review 2017

2017 Annual Review from Clipper Fund, as of December 31, 2016.

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Jan 31, 2017 Research Alliance A Mixed Bag, Not a Game Changer

MFS's James Swanson gives four reasons he thinks the post-election euphoria won’t last.

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Jan 27, 2017 Research Alliance Get Invested, Stay Invested

J.P. Morgan: Though it is impossible to predict the future, expecting volatility in the coming years is a safe bet. Market volatility is normal. It is especially important to be mindful about how to dampen portfolio volatility in the later stages of the business cycle. Investing with a long time horizon and through a diversified portfolio are the best ways to batten down the hatches against volatility and avoid emotional investing errors like selling the market at the bottom.

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