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

Mar 24, 2017 Research Alliance How Trump-Era Trade Deals Could Affect Emerging Markets

Here’s a recap of what changed at the G20 meeting with thoughts on how a shifting trade environment could affect emerging markets, and the flow of goods and services across borders.

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Mar 23, 2017 Research Alliance Reflections on Reflation: Why This Time Feels Different for TIPS—American Century Investments

Blog post of the Second Quarter 2017 Fixed Income CIO Insights from American Century Investments.

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Mar 23, 2017 Research Alliance Trump and Trade: What Are the Risks?—MainStay Investments

Which countries are most at risk from President Trump's trade policies? Epoch Investment Partners gives their assessment.

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Mar 23, 2017 Research Alliance Dutch Election Results: What Do They Mean for France?—Loomis Sayles

Global markets breathed a collective sigh of relief last week when it became clear that Geert Wilders’s anti-European Party for Freedom did not win the most votes in the March 15 Dutch election. But did populism lose? Is the populist wave over? Not so fast.

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Mar 23, 2017 Research Alliance Municipals and Rising Rates: A Potential Opportunity for Fixed-Income Investors—BNY Mellon

For investors concerned about the prospect of rising interest rates, U.S. municipal bonds may be a good opportunity. U.S. municipal bonds can be a high-quality, low-volatility complement to an overall asset allocation.

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Mar 23, 2017 Research Alliance A Brief History of Bear Markets: Anything but Quick—Wells Fargo Asset Management

While bear markets can be terrible and devastating, they are also historically very slow to develop. For a bear market to occur, investors must typically be deeply complacent or enthusiastic at the beginning and deeply pessimistic or frightened at the end.

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Mar 22, 2017 Research Alliance High-Yield Bonds React to Sub $50 Oil—MainStay Investments

Energy is one of the largest sectors in the high-yield bond market, so it didn't go unnoticed when oil prices recently reached three-month lows amid supply concerns. With high-yield bonds yielding above 6% again, how should long-term investors react?

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Mar 22, 2017 Research Alliance The Bull Keeps on Running—Wells Fargo Asset Management

Although U.S. equity markets may have limited upside in 2017, the signs of a top haven’t appeared just yet.

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Mar 22, 2017 Research Alliance Risk-Market Rallies Meet Policy Implementation Realities—American Century Investments

From the American Century Investments blog, co-chief investment officers Dave MacEwen and Victor Zhang discuss the momentum of President Trump’s policy proposals and possible challenges that lie ahead.

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Mar 21, 2017 Research Alliance Amid Policy Shifts a Focus on Finding Innovative Companies—T. Rowe Price

It seems likely that market volatility will increase given the combination of political and policy uncertainty and as we move through the latter stages of the business cycle. We believe the coming market environment will favor active managers as policy changes are likely to result in distinct winners and losers.

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