In-depth investment research and commentary from Litman Gregory and our Research Alliance
Managing China in Emerging Market Equity Portfolios—Thornburg
Chinese stocks, particularly China’s tech stocks, garner huge weightings in emerging market equity indices, presenting both geographic and sector divers...
#NowMe Episode 11: The Keys to Successful Family Wealth Planning—Thornburg
Jan Blakeley Holman recently appeared on Advisor Perspectives’ podcast and we’re grateful to them for allowing us to share the episode. Jan talks about ...
Keeping Portfolio Balance in Election-Driven Market Volatility—Thornburg
Electoral surprises spur stock and bond market turbulence, but sensibly diversified and balanced portfolios don’t depend on political outcomes.
Finding Sustainable Growth through an ESG Lens—Artisan Partners
The Artisan Partners Global Equity Team discusses how it incorporates ESG considerations in its search for sustainable growth and the compelling investm...
Artisan Partners Investor Update Replays—Third Quarter 2020
Replays of Artisan Partners' most recent investor updates.
Fed Liquidity Buoys High-Yield Bonds Struggling to Stay Afloat—Thornburg
Distressed debt exchanges are rising rapidly while default risks remain elevated. Amid a gusher of bond issuance in choppy market conditions, investors ...
Are Emerging Market Equity Strategies a Bet on China?—Thornburg
China and Chinese tech companies are a significant part of the emerging market equities index, and for good reason. But disciplined portfolio diversific...
Potential Impact of Biden’s Economic Plan on Tax-Exempt Munis—Thornburg
Under a Biden administration, municipal bonds could help make America green again.
Osterweis Strategic Income Fund Q3 2020 Advisor Teleconference—REPLAY
If you missed the Osterweis Strategic Income Fund quarterly update teleconference, you can listen to the replay.
Osterweis Fund and Osterweis Strategic Investment Fund Q3 2020 Advisor Webinar—REPLAY
If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.