HOME     Research   Investment Outlook

Investment Outlook

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

Oct 17, 2019 Research Alliance Snoozefest or a Seismic Shift?—Osterweis Capital Management

Beneath the surface there were seismic shifts in market leadership that suggest investors are becoming increasingly cautious in their positioning.

Read more
Oct 16, 2019 Research Alliance Osterweis Capital Management Third Quarter 2019 Equity Outlook

One of the reasons we are focusing on dominant companies is that we feel we are moving toward more of a "winner take all" economy.

Read more
Oct 16, 2019 Research Alliance How Low Can Rates Go?—Osterweis Capital Management

The fixed income market benefited in the third quarter as both global growth fears and the trade dispute continued to drive uncertainty in financial markets.

Read more
Sep 18, 2019 Research Alliance Forecasting the Next Recession: Will Rate Cuts Be Enough?—Guggenheim Investments

History shows that once our recession forecast model reaches current levels, aggressive policy can delay recession, but not avoid it.

Read more
Aug 19, 2019 Research Alliance A Systematic Approach to Differentiation—Artisan Partners

Thematic team portfolio manager Chris Smith describes key aspects of his approach to identifying differentiation.

Read more
Aug 09, 2019 Research Alliance Investing in the Future: iShares Megatrend ETFs—BlackRock

BlackRock megatrend products are developed and managed to offer exposure investability, evolution.

Read more
Jul 31, 2019 Research Alliance BlackRock Global Investment Outlook—Midyear 2019

The key change in our outlook is that we now see trade and geopolitical frictions as the principal driver of the global economy and markets.

Read more
Jul 10, 2019 Research Alliance BlackRock Advisor Insights Guide—Summer 2019

This quarterly report contains unique data and insights on 12,697 models provided by advisors from throughout the industry over the past 12 months. Every model has been analyzed on our Aladdin risk management platform.

Read more
Jul 02, 2019 Research Alliance Eaton Vance Quarterly Equity Outlook—Second Quarter 2019

A potential Fed rate cut combined with any sign of improvement in the outlook for the global economy, including an easing of trade tensions, will likely be sufficient catalysts to steepen the yield curve.

Read more
May 02, 2019 Research Alliance Economic Insight: Outlook for the Rest of 2019—Eaton Vance

Recent data suggest that the U.S. economy lost some of its positive momentum in Q1. However, we expect the economy to strengthen in Q2 and remain on solid ground throughout the rest of 2019. Time to be cautious? See the latest Impact Blog post from Calvert’s Vishal Khanduja and Brian Ellis.

Read more

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.