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

Oct 23, 2017 Research Alliance J.P. Morgan Weekly Strategy Report

This week’s report examines the rebound in oil prices, the normalization of energy credit default rates, and the team’s neutral allocation to commodities and credit.

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Oct 23, 2017 Research Alliance J.P. Morgan Weekly Market Recap

This week's chart and thought highlight Professor John Taylor and how his consideration for next Federal Reserve chairman may impact monetary policy.

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Oct 23, 2017 Research Alliance Global Perspectives from Thornburg

A window into how we think about risk, reward, and the myriad factors that drive risk-adjusted returns in all global markets.

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Oct 23, 2017 Research Alliance Quarterly Strategy Update: Dynamic Undercurrents—Knowledge Leaders Capital

Since the start of this year, the U.S. Treasury market is signaling a scenario of rising growth expectations and falling inflation expectations, as reflected by the various components that comprise interest rates. In this quarter’s strategy update, portfolio manager Steven Vannelli, CFA, explores this and other topics.

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Oct 23, 2017 Research Alliance BBH Limited Duration Third Quarter 2017 Update

With another quarter in the books, the credit cycle of 2014–2017 has completed its journey back from peak distress in February 2016 to today’s post-crisis low spreads.

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Oct 23, 2017 Research Alliance MFS Fourth Quarter 2017 Capital Markets View

MFS Capital Markets Views are published each quarter to provide a broad perspective on current risks and opportunities across asset classes and regions.

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Oct 22, 2017 Research Alliance North Korea's Risk Escalation: Where to From Here?—T. Rowe Price

While military options are on the table, any immediate risk of conflict remains low in our view, given that the recognized costs of such action are exceptionally high.

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Oct 22, 2017 Research Alliance Investing for Income-Seeking Clients—Wells Fargo Asset Management

Investing for income entails two forms of decision-making, asset allocation, and asset location. Dr. Brian Jacobsen explains.

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Oct 20, 2017 Research Alliance Have We Seen Peak Home Price Growth this Cycle?—Knowledge Leaders Capital

The rise in home prices from the trough in 2009 has added $8 trillion to home values, pushing the value of homes to a level surpassing the 2006 peak.

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Oct 20, 2017 Research Alliance Osterweis Capital Management Third Quarter 2017 Equity Investment Outlook

During the third quarter, the economy continued its slow, low inflationary expansion and the equity market continued to gain ground.

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