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

Feb 14, 2020 Research Alliance "Peace for Our Time"—Guggenheim Investments

The coronavirus is a looming economic problem.

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Feb 17, 2020 Research Alliance Dissecting Dispersion: Uncovering Opportunities in a Bifurcated Market—Artisan Partners

Growing dispersion is an opportunity to strategically invest.

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Feb 14, 2020 Research Alliance The Search for Sustainable Growth—Artisan Partners

Artisan Partners Global Equity team discusses the attributes it seeks in potential investments in its endeavor to find companies that can sustain earnings growth over the long term.

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Feb 13, 2020 Research Alliance Value in Tech Stocks—Artisan Partners

Can tech companies be suitable additions to value-style portfolios? The Artisan Partners U.S. Value Team thinks so. When mature, cash-producing, industry-leading juggernauts fall out of favor, opportunity presents itself.

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Feb 13, 2020 Research Alliance The Relative Value Case for Bank Loans Over High Yield—Guggenheim Investments

Loans present an opportunity to move up the capital structure with better spreads and yields than high-yield corporate bonds.

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Feb 12, 2020 Research Alliance An Emerging Markets Strategy That’s Always in Style—Thornburg

In EM, balance your style and let promising stocks lead the way.

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Feb 11, 2020 Research Alliance Prognosticating China’s Coronavirus-Struck Markets—Thornburg

If the novel coronavirus’s spread hurts some industries, others are positioned to benefit from the fallout. Examining the short- and long-term implications of the virus’s effect on global supply chains.

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Feb 04, 2020 Research Alliance Yet Another Year of Bullish Emerging Markets Calls?—Thornburg

Exogenous factors often knock well-positioned markets temporarily off track, sometimes repeatedly. But dislocated share prices ultimately re-align with business fundamentals, earnings growth and attractive valuations.

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Jan 28, 2020 Research Alliance Headwinds Are Blowing, But the Ship Sails Onward—Osterweis Capital Management

We believe that any volatility in interest rates will be observed in longer maturities, as the Fed will likely keep short term interest rates anchored.

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Jan 27, 2020 Research Alliance Are We There Yet?—Osterweis Capital Management

We continue to focus on delivering strong risk-adjusted returns and remaining deliberate in our process, preferring to wait for fatter pitches before raising our risk profile.

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