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

Apr 20, 2017 First Quarter 2017 Research Call Replay

This is a replay of our first quarter 2017 Litman Gregory research team webcast, held April 20, 2017. Topics covered (among others): managed futures strategies, international asset classes and currency impacts, and a brief update on our ESG research. The presentation slides are available at the bottom of the page under Resources.

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Apr 06, 2017 First Quarter 2017 Investment Commentary

A quick survey of the economic landscape suggests the environment should remain supportive of stocks and other risk assets, at least over the next six to 12 months or so. But we continue to believe high current valuations will be a major headwind to U.S. stock market returns looking out longer term. Our portfolios are prepared for higher volatility, and we remain confident in our positioning and in our investment process. Our focus is on prudently managing our diversified portfolios to achieve long-term, risk-adjusted returns.

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Mar 14, 2017 Research Alliance U.S. Value Stocks—Living Up to Their Name

T. Rowe Price: From an investment style perspective, 2016 was all about value stocks convincingly outperforming their growth-oriented counterparts over the year. Early in 2017, this trend has become less clear cut, with both growth and value areas of the market sharing the limelight in driving the U.S. equity market higher.

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Mar 09, 2017 Research Alliance Floating-Rate Loans: The Floor Is In

MainStay Investments: Inflation is inching up, the Federal Reserve appears poised to gradually raise interest rates, and three-month LIBOR now exceeds 1%. Put it all together, and it looks like “the floor is in” on those floating-rate loans that have minimum coupons, according to portfolio manager Art Torrey, who advises MainStay Floating Rate Fund.

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Mar 08, 2017 Research Alliance For Women Investors: Your Life

MainStay Investments: You may not consider yourself to be the only—or even primary—financial player in your family. But did you know that most vacation, home improvement, and car-buying decisions are made by women? Your life and your finances intersect in more areas than you might imagine.

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Mar 07, 2017 Research Alliance 100 Days of Change: The Importance of Immigration

J.P. Morgan: Early actions and statements by the Trump administration suggest significant changes to both illegal and legal immigration into the United States. In this bulletin, Dr. Kelly explores what the proposed changes might mean for growth, inflation, and investment returns.

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Mar 07, 2017 Research Alliance Navigating Optimism and Uncertainty

MainStay Investments: With optimism and uncertainty both at historic highs, what could the prospects be for growth in 2017, and how should investors identify opportunity?

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Mar 07, 2017 Research Alliance Hot Air Balloon Economy

Gavekal Capital: The interplay between debt and income can be a difficult thing to understand. Here is a useful analogy. Imagine a hot air balloon lying on the ground preparing for take-off.

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Mar 06, 2017 Research Alliance A Massive Liquidity Illusion

Gavekal Capital: Since the election we’ve heard the rally in stocks characterized as a “Trump Trade” or a “reflation” trade. We think there is a really important element missing from this analysis that could change very quickly over the next several weeks.

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Mar 03, 2017 Research Alliance Putting the Snap IPO into Historical Context

Gavekal Capital: The Snap IPO has garnered a fair amount of coverage over the last two days so we thought we’d put some data behind the phenomenon.

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