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

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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Mar 01, 2017 Research Alliance High-Yield Bonds In Rising Rates

Morgan Stanley Investment Management: There are times when it might not pay to play it safe in the bond market, and one of those times is now, argues Richard Lindquist, the lead high-yield bond fund portfolio manager at Morgan Stanley Investment Management.

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Feb 28, 2017 Research Alliance Low Volatility: The Case for a Strategic Allocation in a Rising Rate Environment

MFS: There is a robust case to be made for investors to consider a strategic allocation to an actively managed low-volatility strategy and to maintain the allocation through at least one — if not more than one — market cycle to potentially benefit from the defensive attributes of these strategies over the longer term.

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Feb 28, 2017 Research Alliance Leaning Against the Wind

MFS's James Swanson lays out seven warning signs that the business cycle is waning.

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