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

Oct 14, 2018 Research Alliance Market Rout May Spur Rotation from Growth to Value—Thornburg

Even before the market selloff, downtrodden value stocks were perking up as pricey growth stocks stumbled. But durable index-level shifts are harder to call than individual stock price disconnects from business fundamentals.

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Oct 14, 2018 Research Alliance Thornburg's Perspective on Volatility

President and CEO Jason Brady discusses the Fed's impact on interest rates, and US–China trade relations that have concerned investors and sparked recent market volatility.

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Oct 14, 2018 Research Alliance Third Quarter 2018 Equity Investment Outlook—Osterweis Capital Management

Given all the unknowns, we continue to focus our investment activity on companies with clear paths to growth, especially those that are not dependent on overall macro trends.

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Oct 14, 2018 Research Alliance Going Out on a "High" Note—Osterweis Capital Management

While the economy continues to grow, rising rates, higher costs, and the ongoing trade dispute may be clouds in an otherwise blue sky.

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Oct 13, 2018 Research Alliance Tax-Loss Harvesting: An Opportunity amid the Calamity—Parametric Portfolio Associates

In a week that saw the S&P 500 Index shed more than 4% of its value, can investors turn a loss into a win?

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Oct 12, 2018 Research Alliance The Multi Asset Team's Views on Asset Allocation (Q4 2018)—OppenheimerFunds

We remain defensive, underweighting global equities and overweighting duration, alternatives.

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Oct 11, 2018 Research Alliance Emerging-Market Currencies: Why Contagion Is a False Diagnosis—Parametric

Turkey. Argentina. Who's next? According to many commentators, we're living through an emerging-market epidemic. But what if the only thing we have to fear is fear itself?

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Oct 11, 2018 Research Alliance What the Midterm Elections Mean for the Market—OppenheimerFunds

Changes in Washington have not historically impacted long-term performance.

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Oct 10, 2018 Research Alliance Brazilian Election Results Signal Populist Shift—American Century Investments

What happened in Brazil? Nathan Chaudoin summarizes the presidential election and explains what it means for Latin America’s largest economy—and for investors.

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Oct 09, 2018 Research Alliance Risks May Lurk Beneath the Surface Popular LBO Deals—Osterweis

The recent Blackstone-Thomson Reuters acquisition reminded us once again why we need to be extra vigilant when evaluating sponsor-backed deals.

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