HOME     Research   United States

United States

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

Nov 25, 2019 Research Alliance BBH Monthly Commentaries—October 2019

BBH monthly commentaries for October 2019.

Read more
Oct 25, 2019 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Q3 2019 Advisor Webinar—REPLAY

If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.

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 15, 2019 Research Alliance When Evaluating Venture-Backed IPOs, Patience Is a Virtue—Osterweis

The venture capital industry has created a robust pipeline of new public companies, but Jim Callinan believes discipline is the key to finding the best opportunities.

Read more
Oct 01, 2019 Research Alliance What’s Driving the Market Rotation from Growth to Value?—Thornburg

A rising Treasury yield amid better economic data, easing macro risk and a few more monetary injections may be spurring the rotation. Corroborating, so far, a “mid-cycle adjustment”?

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
Sep 13, 2019 Research Alliance Can Walmart Change the Status Quo of the Country on Guns?—Eaton Vance

Will U.S. politicians support Walmart’s position?

Read more
Sep 09, 2019 Research Alliance A Case For Value: A Reason, Not A Season—Artisan Partners

The case for value is a case for prudence, moderation and balance, particularly in a market driven by momentum, excess and imbalance. Investors should consider maintaining value style exposure, especially when it seems most out of favor.

Read more
Sep 06, 2019 Research Alliance So You’re Worried About a Recession: Three Ways to Protect Your Portfolio—Parametric Portfolio Associates

An inverted yield curve. A trade war. Slowing job growth. Some say recession warning signs are flashing. What can investors do to prepare?

Read more
Sep 05, 2019 Research Alliance Transforming How We Work—Artisan Partners

Here, the team discusses compelling opportunities it is finding among companies finding ways to transform how we work.

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.