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

Sep 17, 2018 Research Alliance Global Perspectives—Thornburg Investment Management

If the efficient markets hypothesis is questionable at the stock level, it’s more so at the index level. As the number of indices skyrockets, the number of companies declines, and passive flows grow, active price discovery becomes more and more valuable.

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Aug 02, 2018 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Second Quarter 2018 Advisor Webinar Replay

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

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Jul 27, 2018 Research Alliance Second Quarter 2018 Equity Investment Outlook—Osterweis Capital Management

The biggest potential change facing the economy is the evolving rhetoric surrounding trade, the imposition of tariffs and retaliatory tariffs, and the potential for a wider trade war.

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Jul 20, 2018 Research Alliance The Fintech Future—Osterweis Capital Management

The fintech revolution is having a major impact on the financial services industry. In this piece Jim Callinan discusses two firms leveraging financial technology that he feels are well-positioned to deliver compelling growth.

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Jul 19, 2018 Research Alliance MedTech Disruptors—Osterweis Capital Management

Jim Callinan discusses how these three innovative MedTech firms are leveraging direct-to-consumer marketing to accelerate growth and disrupt their industry.

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Jun 14, 2018 Research Alliance Indexes Change. Should Your Buy-and-Hold Approach?—Parametric Portfolio Associates

When it comes to passive investments, you simply track the index, right? Not necessarily. In our latest blog post, we look at the profound and subtle ways indexes change over time—and why a simple buy-and-hold approach isn't as easy as it sounds.

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Jun 07, 2018 Research Alliance When Volatility Strikes, a Disciplined Path to Portfolio Rebalancing—Parametric

In this post we show how a disciplined, policy-based portfolio overlay can help during volatile markets.

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May 29, 2018 Research Alliance Inflation Remains a Risk—Osterweis Capital Management

Investors cheered the lower-than-expected Consumer Price Index numbers last week, but the lesser known Underlying Inflation Gauge told a different story.

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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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