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Investment Outlook

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

Apr 24, 2018 Research Alliance Osterweis Capital Management First Quarter 2018 Equity Investment Outlook

Given rising volatility, what should investors expect going forward? We'll attempt to answer that by revisiting the key questions we posed last October.

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Mar 26, 2018 Research Alliance When Fiscal and Monetary Policy Collide—Guggenheim Investments

The markets are potentially on a collision course for disaster, brought about by strong fiscal stimulus late in the business cycle. Take the opportunity to trade up in quality and to shorten duration.

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Mar 09, 2018 Research Alliance Who’s Afraid of Higher Wages Driving Inflation?—Thornburg

Not necessarily the Fed, whose own research suggests wage growth is not a reliable indicator of future inflation. But markets, it appears, aren’t sure what to think.

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Feb 22, 2018 Market Turbulence and Central Bank Policy Shifts

Following the recent market turmoil, Litman Gregory chief investment officer Jeremy DeGroot shared his thoughts on the investment environment with an audience of our private wealth management clients. We’ve excerpted his comments here.

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Feb 21, 2018 Research Alliance Walking the Risk Tightrope—Guggenheim Investments

Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.

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Feb 20, 2018 Research Alliance The Market Is Finally Getting the Joke—Guggenheim Investments

Investors are coming to terms with the idea that the Fed will keep raising rates because of inflation and economic pressures.

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Jan 31, 2018 AdvisorIntelligence 360 Views Webinar Replay: What's Ahead for 2018

Here is a replay of our January 10 360 Views Webinar featuring Michael Kass, portfolio manager, Baron Funds; Maria Giraldo, CFA®, Director and Investment Strategist, Guggenheim; and Tushar Yadava, Vice President, iShares Investment Strategist, BlackRock.

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Jan 31, 2018 Research Alliance Baron Funds: What's Ahead for 2018 with Michael Kass

Baron Funds portfolio manager Michael Kass was a panelist at AdvisorIntelligence's latest 360 Views Webinar, on January 10, where he provided his 2018 market outlook and participated in a roundtable discussion. Here is a replay of the discussion.

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Jan 24, 2018 Research Alliance Davos as Contra-Indicator—Guggenheim Investments

Euphoria at Davos may be a sign that the market melt up may soon begin to cool.

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Jan 19, 2018 Research Alliance 10 Macro Themes to Watch in 2018—Guggenheim Investments

These 10 charts illustrate the macroeconomic trends most likely to shape Federal Reserve policy and investment performance in 2018 and beyond.

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