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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.

The Big Rock: An Interview with DoubleLine’s Jeffrey Gundlach

In mid-August, Litman Gregory chief investment officer Jeremy DeGroot interviewed DoubleLine’s Jeffrey Gundlach. In this article, we share excerpts of their conversation.

Research Alliance

Asset Allocation in a Low Yield Environment—AQR

While yields have risen off their lows in 2017, we are still in a very low rate environment. Does this demand exceptional action from investors—even those who usually maintain a strategic allocation to global bonds? We find that it does not, instead it highlights the importance of diversification across many return sources.

Second Quarter 2018 Research Call Replay

This is a replay of our second quarter 2018 Litman Gregory research team webcast, held July 26, 2018. Topics covered (among others): our equity market views, underperformance at Cove Street and Northern Cross, and our thesis on managed futures. The presentation slides are available.

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