Research
In-depth investment research and commentary from Litman Gregory and our Research Alliance
Monthly Commentaries—Artisan Partners
The most recent monthly commentaries for Artisan Partners are now available.
#NowMe Episode 8: Pride in Investing—Thornburg
June is LGBTQ pride month. Find out from Jan what’s changed for married LGBTQ couples, income inequality among them, and if there are any differences in...
V-Shaped Economic Rebound in Q3 to Usher in More Mature Phase of Globalization—Thornburg
Nancy R. Lazar is head of economic research and founding partner at Cornerstone Macro, which provides economic research to institutional clients. She sp...
The Muni Market’s Fed-sponsored Round Trip—Thornburg
Since the dizzying spring spikes in municipal market bond yields, the Federal Reserve’s stimulus programs have fueled a rebound in muni market prices to...
The Fed’s “Not Thinking” Singular Focus—Thornburg
Supporting the beaten-down labor market is the Federal Reserve’s “major focus,” not inflation nor risk asset prices. Doing “whatever we can and for as l...
Examining China’s COVID-19 Recovery and Ailing US Relations—Thornburg
Some segments of China’s economy have recovered to pre-coronavirus levels, while others lag and a few have seen accelerated growth. Portfolio Manager Le...
India Advances as Option for Global Manufacturers, but Snags Remain—Thornburg
Digitization and greater foreign exchange stability help India’s case as an alternative to China in the global supply chain, though heavy manufacturers ...
International Growth Opportunities Accelerate with COVID-19—Thornburg
To fully capture the growth opportunity in digital technology accelerated by COVID-19, consider investing internationally.
Weathering the Storm—Osterweis
According to Daniel Oh, remittance data for asset-backed securities suggests borrowers have embraced Covid-19 assistance programs, mitigating the initia...
Upcoming AdvisorIntelligence Website Enhancements
Watch the replay of our recent webinar on the site and service enhancements coming June 15, 2020.
You Asked About Income, Our PM Answered—Thornburg
Thornburg Investment Income Builder Portfolio Manager Ben Kirby answers your questions about where the team sees opportunities within the income landscape.
Highlights from Invaluable Insights 2020—Artisan Partners
Global Value team portfolio manager Dan O’Keefe recently joined a stellar panel of legendary value investors to discuss and debate the current challenge...
The Fed’s Roadmap—Guggenheim Investments
The Fed has increasingly unorthodox policy options if the economy remains mired in a protracted downturn.
June 2020 Monthly Market Update
Equity markets are off to a roaring start in the second quarter.
Digitization Drives Transformation of Key Sectors in Indian Economy—Thornburg
Digitization in banking and retail comes in the wake of a massive cellular network rollout, creating attractive investment opportunities in India.
Steering Your Portfolio Clear of the Silo Trap—Thornburg
Why a generalist research approach can triumph over siloed team structures.
If Not Now, When?—BBH
Inflation protection is perhaps the last thought in investors’ minds. But as the economy reopens, supply chains become more regional and resilient, and ...
Oil Market Volatility to Recede Slowly after Coronavirus Lockdowns—Thornburg
Oil prices have swung massively over the past several weeks, including a dip into negative pricing. Portfolio Manager Charlie Wilson […]
LG Webinar Replay: Absolute Return with FPA
Steven Romick, CFA, discusses the global investment landscape, applying his go-anywhere, absolute-value, opportunistic approach. Hosted by Litman Gregor...