Don’t Look Now, But Bond Seasonality Is Turning Bullish—Guggenheim Investments
March 29, 2021
The summer months tend to deliver stronger-than-average returns for bonds.
Bond Market
We Don’t Need No Stinkin’ Valuation Metrics—Osterweis
January 19, 2021
The question on our minds is whether or not the markets are untethered from the economy to such a degree that investors should more actively seek shelter.
Sailing the Fixed Income Seas in 2021 Webinar Replay
January 16, 2021
Covering the risks and opportunities across multiple fixed-income sectors with bond market experts from Litman Gregory, Brown Brothers Harriman (BBH), a...
Year-End 2020 Investment Commentary
January 7, 2021
We expect that 2021 will see the end of the pandemic, and our society can then follow markets and the economy in bouncing back.
Post-Election Interview with Jeffrey Gundlach
December 1, 2020
Here are clips from our recent interview with DoubeLine CEO Jeffrey Gundlach.
LG Webinar Replay: Fixed Income Markets with BBH
May 21, 2020
Andrew Hofer and Greg Steier cover a wide swath of fixed-income areas including municipal, investment-grade, and high-yield debt. Hosted by Litman Grego...
May 2020 Monthly Market Update
May 6, 2020
While the stock market has reversed course and now looks to be implicitly pricing in a V-shaped economic recovery given the speed at which it’s risen, t...
The Minutes: April 9, 2020
April 16, 2020
Notes from Litman Gregory's internal Research meeting held April 9, 2020.
DoubleLine Webcast Notes—March 31, 2020
April 7, 2020
Here are excerpts from notes we took on DoubleLine's most recent webcast on the markets and the economy.
Special Edition: U.S. Fixed Income Market Update March 27—BBH
March 30, 2020
BBH’s Fixed Income Product Specialist John Ackler discusses developments and opportunities we are uncovering in the U.S. fixed income markets amid the r...