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

Jun 23, 2017 Research Alliance Weaning the Global Economy Off Stimulus—Morgan Stanley Investment Management

The era of quantitative easing—the life support offered by central banks since 2008—may soon come to an end. Andrew Harmstone, portfolio manager for the Global Multi-Asset team, discusses the prognosis for the world's major economies, including potential complications.

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Jun 23, 2017 Research Alliance Commodity and Emerging Market Performance: Is This Divergence Sustainable?—Loomis Sayles

Emerging-market assets were hit hard by the crash in commodity prices in 2014–2015, but so far this year, emerging-market and commodity performance have diverged. This doesn’t square with the market rule of thumb.

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Jun 23, 2017 Research Alliance Where in the World Can Value Be Had in the Equity Markets?—Knowledge Leaders Capital Blog

To say that value is difficult to find in the global equity markets would be an understatement. In fact, when we look at all 44 of the developed-market regions and region/sectors, what we find is that in only 10 of them is the median company trading at a discount to its own 10-year average multiple.

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Jun 23, 2017 Research Alliance Looking for a Growth Catalyst in the Second Half—T. Rowe Price

If economic growth strengthens in the second half, value and small-cap stocks should benefit. Absent an economic stimulus, more defensive areas may outperform.

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Jun 22, 2017 Research Alliance Fishing for Stocks in China—Morgan Stanley Investment Management

In their newest white paper, the Morgan Stanley Investment Management Global Opportunity Team discusses how they are finding bottom-up stock ideas in China driven by consumption growth. They also highlight four specific areas where they see vast opportunity: consumer, Internet, health care, and education.

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Jun 22, 2017 Research Alliance What’s Driving the Future of the Auto Industry?—Loomis Sayles

While we expect continued growth in global auto sales in 2017, the underlying fundamentals are weakening in two of the most important markets, the United States and China.

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Jun 22, 2017 Research Alliance Planning a Wedding—MainStay Investments

A wedding marks the start of a new life together. It is a time filled with celebration and heartfelt wishes for a happy future. In addition to being one of the most exciting—and busy—periods of your life, there is a lot to do—personally and financially—before couples say "I do."

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Jun 21, 2017 Research Alliance Growing Risks Underlie Need for Caution—T. Rowe Price

Central bank and government actions will come under increasing scrutiny as investors look for further signs that accommodative monetary policy is ending.

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Jun 21, 2017 Research Alliance Does High Yield Make Sense in Today’s Environment?—MainStay Investments

For those wondering how high-yield can still generate fairly strong performance in a rising rate environment with tighter-than-average spreads, there are a few important concepts to keep in mind.

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Jun 21, 2017 Research Alliance China’s A-Shares: Opportunities Beyond the Index?—Wells Fargo Asset Management

Many see MSCI's inclusion of China A-shares as a win for the Beijing government, which has been trying to open up its capital markets, after four years of discussion with MSCI. Is it a win for investors? The answer may be less about index inclusion and more about understanding which Chinese investment themes offer potential.

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