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

Jul 06, 2017 Research Alliance Does It Make Sense that Both Stock and Core Bond Prices are Higher This Year?

Both stocks and bonds have performed well so far this year. Bonds seem to be responding largely to recent declines in inflation (inflation is the enemy of bondholders), while stock investors have had plenty of reasons to propel prices higher, including tame but near-target inflation. We don't see this current state as sustainable for very long—something has to give.

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Jun 01, 2017 Research Alliance Find the Optimal Blend For Your Client—Parametric Portfolio Associates

How much should I allocate to core? Our Core-Satellite Calculator allows you to identify the optimal blend.

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Mar 14, 2017 Research Alliance U.S. Value Stocks—Living Up to Their Name

T. Rowe Price: From an investment style perspective, 2016 was all about value stocks convincingly outperforming their growth-oriented counterparts over the year. Early in 2017, this trend has become less clear cut, with both growth and value areas of the market sharing the limelight in driving the U.S. equity market higher.

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Mar 07, 2017 Research Alliance Navigating Optimism and Uncertainty

MainStay Investments: With optimism and uncertainty both at historic highs, what could the prospects be for growth in 2017, and how should investors identify opportunity?

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Mar 07, 2017 Research Alliance Hot Air Balloon Economy

Gavekal Capital: The interplay between debt and income can be a difficult thing to understand. Here is a useful analogy. Imagine a hot air balloon lying on the ground preparing for take-off.

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Mar 06, 2017 Research Alliance A Massive Liquidity Illusion

Gavekal Capital: Since the election we’ve heard the rally in stocks characterized as a “Trump Trade” or a “reflation” trade. We think there is a really important element missing from this analysis that could change very quickly over the next several weeks.

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Mar 03, 2017 Research Alliance Putting the Snap IPO into Historical Context

Gavekal Capital: The Snap IPO has garnered a fair amount of coverage over the last two days so we thought we’d put some data behind the phenomenon.

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Feb 28, 2017 Research Alliance Leaning Against the Wind

MFS's James Swanson lays out seven warning signs that the business cycle is waning.

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Feb 28, 2017 Research Alliance Elusive in 2016, Alpha Could Return and Reward Patient Investors

MFS: While elusive in 2016, investors will need alpha in the future, as we’re likely to experience rising volatility, more uncertainty and lower returns.

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Feb 28, 2017 Research Alliance A Tour of Creative Destruction in the United States

Gavekal Capital: In the year 1900 New York City was home to one horse for every five people. Horses played a key role in society from transportation to manufacturing to employment.

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