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Research

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Research Alliance

A Drunk Man in the Snow: The Random Walk of Interest Rates—Guggenheim Investments

March 4, 2021

Investors’ reach for yield puts downward pressure on 10-year Treasury rates, likely rendering the current yield unsustainable.

Guggenheim Investments, Inflation, Interest Rates
Research Alliance

A Ripe Environment for Strong Credit Performance—Guggenheim Investments

February 26, 2021

Our positive 2021 economic outlook, combined with better-than-expected company fundamentals, supports strong credit performance and spreads.

Guggenheim Investments, High-Yield, Loans/CLO
Research Alliance

BBH Funds January 2021 Commentaries

February 24, 2021

BBH monthly commentaries.

BBH, Cash, Core Bonds, Global Stocks, Investment Outlook, Munis, U.S. Stocks
Research Alliance

What’s the Value of a Dollar?—BlackRock

February 10, 2021

Rick Rieder and team think that today’s potent policy cocktail holds key implications for economic growth, markets and the value of a dollar.

BlackRock, Fiscal Stimulus, Monetary Policy, U.S. Dollar
Research Alliance

Munis Off to a Running Start—BlackRock

February 10, 2021

Market update from BlackRock's municipal bond team.

BlackRock, Munis
Research Alliance

Financial Advisors’ Guide to 2021—BlackRock

February 10, 2021

Implications of the BII outlook for 2021 for portfolio construction.

BlackRock, Investment Outlook
Research Alliance

Artisan Partners Investor Update Replays—Fourth Quarter 2020

February 10, 2021

Replays of Artisan Partners' most recent investor updates.

Artisan Partners
Research Alliance

Monthly Commentaries—Artisan Partners

February 10, 2021

The most recent monthly commentaries for Artisan Partners are now available.

APDLX, Artisan Partners, ARTQX
Research Alliance

Student of the Market—BlackRock

February 10, 2021

Stay ahead of the markets with monthly insights from BlackRock.

BlackRock, Investment Outlook
Research Alliance

BBH Funds Fourth Quarter 2020 Commentaries

February 10, 2021

BBH Funds' quarterly commentaries

BBH, Cash, Core Bonds, International Stocks, Munis, U.S. Stocks
Research Alliance

Davis Select Financial ETF Annual Review 2021—Davis Advisors

February 4, 2021

For our bank holdings that possess sizeable investment banking businesses, the surge in trading and underwriting activity spurred on by the COVID-driven...

Davis Advisors
Research Alliance

Davis Select U.S. Equity ETF Annual Review 2021—Davis Advisors

February 4, 2021

The extreme dispersion in returns and valuation makes today’s investment landscape a tale of two markets, as reflected in the enormous gap between the p...

Davis Advisors
Research Alliance

Davis Select Worldwide ETF Annual Review 2021

February 3, 2021

As we look back at how the Davis Select Worldwide ETF portfolio of companies performed in the midst of a global pandemic and recession, we can see that ...

Davis Advisors
Research Alliance

Davis Select International ETF Annual Review 2021—Davis Advisors

February 2, 2021

It is our expectation that oil demand will remain weak for the foreseeable future, as flying and driving slowly recover, and that over the long term, el...

Davis Advisors
Research Alliance

Selected International Fund Annual Review 2021—Davis Advisors

February 2, 2021

There are good reasons to believe that the next decade will be a continuation of the trend of above average growth in China seen over the past four deca...

Davis Advisors
Research Alliance

Davis Global Fund Annual Review 2021

January 29, 2021

We understand that in uncertain times such as these, it is more important than ever to be able to entrust your savings to an experienced and reliable in...

Davis Advisors
Research Alliance

Davis International Fund Annual Review 2021

January 29, 2021

There are good reasons to believe that the next decade will be a continuation of the trend of above average growth in China seen over the past four deca...

Davis Advisors
Research Alliance

Clipper Fund Annual Review 2021—Davis Advisors

January 29, 2021

The extreme dispersion in returns and valuation makes today’s investment landscape a tale of two markets, as reflected in the enormous gap between the p...

CFIMX, Davis Advisors
Research Alliance

Davis New York Venture Fund Annual Review 2021—Davis Advisors

January 28, 2021

We have not seen such an extreme disconnect between price and value since the late 1990s at the height of the tech and telecom bubble.

Davis Advisors
Research Alliance

Selected American Shares Annual Review 2021—Davis Advisors

January 28, 2021

Over more than five decades of successful investing, we have built wealth using a simple but powerful equation: Volatility − Emotion = Opportunity

Davis Advisors, SLADX
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