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Asset Class Research

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

May 13, 2020 LG Webinar Replay: International Equity Markets with Pictet Asset Management

Benjamin Beneche, CFA, and Fabio Paolini, CFA, bring a global perspective across sectors and regions, from developed to emerging markets. Hosted by Litman Gregory's Rajat Jain, CFA.

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May 12, 2020 Research Alliance Spot On: What to Know About Commodity Price Indexes—Parametric

Commodity spot prices confuse many investors—but don’t let that keep you away from the asset class.

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May 07, 2020 Research Alliance What Will the U.S. Economic Recovery Look Like?—Thornburg

Nancy R. Lazar spoke with Thornburg Investment Management about what she believes a U.S. economic recovery will look like in 2020.

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May 06, 2020 Research Alliance The Size and Speed of a US Recovery May Depend on Consumers—Parametric

We can’t predict how long it will take for the US economy to rebound—but we can predict who will make the difference.

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May 05, 2020 Research Alliance Do Market Losses Make Now a Good Time for Portfolio Changes?—Parametric

Can a pandemic-induced market downturn become an opportunity for investors looking to modify their portfolios? Find out why now’s the time to strike.

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May 04, 2020 Research Alliance Fed’s Muni Aid Program Treats the Symptom, Not the Cause—Parametric

A new Fed program may help municipal issuers access liquidity. But how far can that help go?

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Apr 30, 2020 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Q1 2020 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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Apr 30, 2020 Research Alliance Osterweis Strategic Income Fund Q1 2020 Advisor Teleconference—REPLAY

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

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Apr 29, 2020 Research Alliance How COVID-19’s Deflation Shock May Spawn Inflation Outbreak—Thornburg

Coronavirus has sent economies swooning, toppling consumer price indices. Rebounds in stock and bond markets on policy stimulus don’t mean market volatility is over, or that inflation is dead.

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Apr 28, 2020 Research Alliance With Oil Below Zero, Are Investors over a Barrel?—Parametric

Markets have just witnessed the biggest decline in crude prices since the Gulf War. What does this mean for commodity investors?

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