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

Mar 20, 2020 Research Alliance Special Edition: U.S. Fixed Income Market Update—BBH

BBH’s Fixed Income Product Specialist John Ackler discusses developments and opportunities we are uncovering in the U.S. fixed income markets amid the recent volatility.

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Mar 19, 2020 Research Alliance Shock and Awe Falls Short—Guggenheim Investments

The Fed still has a number of tools at its disposal that haven’t yet been implemented.

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Mar 18, 2020 Research Alliance Actively Managed Equities Funds Proved Resilient to COVID-19 Volatility—Thornburg

A review of academic research on actively managed funds backs data on active manager outperformance during February’s coronavirus-fueled markets fallout.

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Mar 17, 2020 Research Alliance It’s Not Easy Being a Green Muni—Thornburg

Municipal bonds don’t always show their true color.

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Mar 16, 2020 Research Alliance Capital Preservation Amid a Time of Crisis—BBH

Significant challenges stand in front of the municipal market. While the true human and economic tolls of COVID-19 will unfold over time, the muni market has wasted no time responding.

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Mar 16, 2020 Research Alliance Note to Clients: Meeting An Historic Challenge—Guggenheim Investments

Tonight, we stand at the precipice of an historic challenge. Nothing in our collective experience compares to the circumstances that we now face.

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Mar 13, 2020 Research Alliance What to Do in a Downturn? Keep Calm and Harvest Losses—Parametric

As equity markets catch a nasty case of the coronavirus, what’s an investor to do? Four things to focus on amid the downturn.

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Mar 16, 2020 Research Alliance Wash Sales: Why They Happen and How We Minimize Their Impact—Parametric

This paper covers why wash sales occur in accounts, their impact on portfolios, and how to minimize violations.

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Mar 10, 2020 Research Alliance The Butterfly Effect—Guggenheim Investments

The market is waking up to not just the viral contagion of coronavirus, but also to financial, economic, and geopolitical contagion.

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Mar 12, 2020 Research Alliance Will the U.S. Enter a Recession?—Thornburg

Nancy Lazar, head of economic research and founding partner at Cornerstone Macro, gives her 2020 U.S. economic forecast in this quick Q&A

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