Research
In-depth investment research and commentary from Litman Gregory and our Research Alliance
The Art and Science of ESG in Fundamental Research—Thornburg
ESG analysis opens news fields of inquiry into corporate management’s performance on key sustainability issues. ESG miners and energy companies? “Really...
Fed Fuels Record High-Yield Bond Market Issuance and Investor Inflows—Thornburg
Amid a massive return since the March low, the default rate has nearly tripled from year-ago levels as recovery rates deteriorate. “Kicking the can down...
Mattress Money—Thornburg
Keeping lots of cash at home is risky for many reasons. But that doesn’t stop people from often following this depression-era bad habit. Find out from J...
The Art and Science of ESG in Fundamental Research—Thornburg
ESG analysis opens new fields of inquiry into corporate management’s performance on key sustainability issues. ESG miners and energy companies? “Really ...
Student of the Market—BlackRock
Stay ahead of the markets with monthly insights from BlackRock.
Changing Credit Views Amid Volatility—BlackRock
Markets have rallied sharply from their virus lows, driven by the policy revolution and economic restart.
The Shift to Sustainable Investing—BlackRock
Four main reasons driving advisor interest in sustainable solutions.
iShares 2020 Midyear Outlook Implementation Guide—BlackRock
Read our 2020 outlook implementation guide.
Lewis Kaufman Video Series—Artisan Partners
Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, discusses the topics he finds relevant to today’s investing environment. To...
Monthly Commentaries—Artisan Partners
The most recent monthly commentaries for Artisan Partners are now available.
Three Steps to Building a Long-Term Investment Portfolio—Thornburg
In 1900 an individual’s life expectancy was 47 years. Today, the average life expectancy for men and women in the United States is 78 years. Given the f...
Gaming and the Future of Social Interaction—Thornburg
Portfolio Manager Sean Sun dives into how gaming will drive social interaction and creativity on its long growth path.
Monetary Policy Setting Stage for Stock Market Growth-to-Value Rotation?—Thornburg
Federal Reserve and other major central bank stimulus should benefit high-quality value stocks and foster inflation’s “green shoots” as the global econo...
Growth Investing Amidst a Pandemic—Thornburg
Portfolio Manager Greg Dunn discusses why growth investing continues to perform in a challenging environment and the long-term themes driving it
Trump or Biden for Stronger U.S. Economic Growth?—Thornburg
Nancy R. Lazar is head of economic research and founding partner at Cornerstone Macro, which provides economic research to institutional clients. She sp...
An Exceptionally Eventful Year That Has Created Opportunities—Osterweis
The investment grade fixed income market has been unusually active in 2020. Initial concerns about Covid-19 triggered a sharp selloff, but sentiment abr...
As Inflows Grow and Skepticism Lingers, ESG Investing Comes of Age—Thornburg
Companies increasingly adopt ESG principles as investment managers integrate sustainability metrics into their investment process. But it’s still “somet...
The Importance of Profit Growth in Equity Returns—Artisan Partners
Given we think interest rates likely stay lower for longer, and we don’t expect a V-shaped recovery, we anticipate only a short-term lift in cyclicals c...
The Impact of the Fed’s Corporate Credit Facilities—Guggenheim Investments
As a result of the Federal Reserve’s efforts to shore up credit markets, the leveraged credit sector has delivered stellar performance since the lows in...