HOME     Research

Research

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

Jun 12, 2017 Research Alliance Tapping Into Global Optimism—Wells Fargo Asset Management

U.S. businesses are telegraphing unprecedented optimism about doing business globally which signals reasons to consider a global approach for client portfolios.

Read more
Jun 12, 2017 Research Alliance OppenheimerFunds Mid Year 2017 Outlook

Heading into the second half of 2017, we believe the elongated U.S. credit and business cycle—currently eight years old and counting—will continue through the end of the year. Yet for the first time in almost a decade, the risks to the global economy are centered in the United States and not in other major world economies.

Read more
Jun 05, 2017 Interview with Evermore Global Advisors’ David Marcus

On May 16, 2017, we held a conference call with David Marcus, CEO and chief investment officer of Evermore Global Advisors. In the course of getting to know him over the past several years, we've gained a high level of confidence in Marcus as an investor and in his investment approach. We excerpted portions of our discussion in a question and answer format to present his views in as much depth as possible.

Read more
Jun 01, 2017 Research Alliance Find the Optimal Blend For Your Client—Parametric Portfolio Associates

How much should I allocate to core? Our Core-Satellite Calculator allows you to identify the optimal blend.

Read more
May 16, 2017 Europe Is An Improving Story

Here are three reasons to stop discounting European stocks: green shoots, growing bottom lines, and good value.

Read more
May 01, 2017 Research Alliance Baron Fifth Avenue Growth Fund Letter—First Quarter 2017

Baron Fifth Avenue Growth Fund first quarter 2017 letter from portfolio manager Alex Umansky.

Read more
May 01, 2017 Research Alliance Baron Growth Fund Letter—First Quarter 2017

Baron Growth Fund first quarter 2017 letter from portfolio manager Ron Baron.

Read more
May 01, 2017 Research Alliance Baron Partners Fund Letter—First Quarter 2017

Baron Partners Fund first quarter 2017 letter from portfolio manager Ron Baron.

Read more
May 01, 2017 Research Alliance Baron Focused Growth Fund—First Quarter 2017

Baron Focused Growth Fund first quarter 2017 letter from portfolio manager Ron Baron.

Read more
May 01, 2017 Research Alliance Baron Global Advantage Fund Letter—First Quarter 2017

Baron Global Advantage Fund first quarter 2017 letter from portfolio manager Alex Umansky.

Read more

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.