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

Feb 27, 2017 Research Alliance Did 2016 “Steal” 2017 Returns?

Morgan Stanley Investment Management: Although some pundits have ascribed the recent market rally to the Trump victory, what really changed was the upcoming earnings inflection—even before the election. Historically, the fourth quarter is seasonally strong for equities, and 2016 was no different.

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Feb 23, 2017 Research Alliance The EDGE—Case Study: CRISPR

Morgan Stanley Investment Management: Clustered regularly interspaced short palindromic repeats (CRISPR) is a new tool for genetic research that allows scientists to locate specific segments of DNA and then replace or delete those segments. It enables scientists to alter organisms for either therapeutic or research purposes, both before and after they have developed. For investors, it has the potential to birth new industries and disrupt existing medical treatments.

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Feb 23, 2017 Research Alliance Playing Defense in High-Yield

MainStay Investments: Income is still hard to come by, and that challenge is now compounded by the very real threat to principal, experienced in a rising rate environment. Suddenly, volatility matters.

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Feb 22, 2017 Research Alliance Municipals: Location, Location, Location

MainStay Investments: It turns out that location applies to more than just real estate. Location matters for municipal bond portfolios, too, according to David Dowden, Portfolio Manager at MacKay Municipal Managers (subadvisor of several MainStay Funds).

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Feb 22, 2017 What's So Good (and Bad) About a Strong Dollar

There is no shortage of headlines discussing the U.S. dollar’s rise. Whether the results are broadly positive or negative depends on the reasons for strength and how high the dollar rises.

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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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