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Asset Class Research

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

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

The coronavirus is a looming economic problem.

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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 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 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 Osterweis Strategic Income Fund Q4 2019 Advisor Teleconference—REPLAY

If you missed the Osterweis Strategic Income Fund quarterly update teleconference, you can listen to the replay.

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Feb 11, 2020 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Q4 2019 Advisor Webinar—REPLAY

If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.

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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 07, 2020 Research Alliance BBH Funds Fourth Quarter 2019 Commentaries

BBH fourth quarter 2019 commentaries.

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