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

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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Jan 25, 2017 Research Alliance The Investment Outlook for 2017

J.P. Morgan: The global economy appears to be strengthening as it enters 2017, but threats to continued growth are becoming clear. Explore our 2017 investment outlook.

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Jan 23, 2017 Research Alliance 100 Days of Change

J.P. Morgan: In the first 100 days of the Trump Administration, as policies begin to take shape, we will be publishing a series of short bulletins entitled "100 days of change," which will analyze the issues one-by-one, outlining the policy change that is most likely to occur and analyzing how it could impact the investment environment.

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Jan 23, 2017 Research Alliance Animal Spirits—Real or Ephemeral?

Osterweis Capital Management Fourth Quarter 2016 Fixed-Income Outlook: Investors have done well in 2016 to heed the words of Heraclitus, paraphrased, "Expect the unexpected."

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Jan 19, 2017 Fourth Quarter 2016 Research Call Replay

This is a replay of Litman Gregory's fourth quarter 2016 research team webcast, held January 19, 2017. Topics covered (among others): recent portfolio underperformance, a Trump presidency, foreign stocks, and alternative strategies.

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Jan 19, 2017 Litman Gregory Fourth Quarter Research Q&A

Each quarter, we hold a live webinar to address questions from clients about our investment views and current strategy. Among other topics, we discussed portfolio performance and our investment discipline, the key underpinnings of our strategic positioning, the performance of alternatives in 2016, and our thoughts on commodity-related investments.

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