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Asset Class Research

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

Jan 22, 2020 Research Alliance Securitized Fixed Income: A Potent Shield Against ESG Risk—BBH

Securitized assets make up over a quarter of the U.S. fixed-income market, yet are an often overlooked opportunity for enhancing risk-adjusted yield while managing environmental, social, and governance (ESG) exposure in a fixed-income portfolio.

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Jan 21, 2020 Research Alliance Global Central Banks Fueling a Ponzi Market—Guggenheim Investments

Even though central bank easing has put off recession until 2021 or perhaps 2022, ultimately we will reach a tipping point when investors will awaken to the rising tide of defaults and downgrades.

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Jan 21, 2020 Research Alliance Top Ten Reasons Emerging Markets Poised to Rally in 2020—Thornburg

After false starts in the last few years, we believe emerging markets are set to deliver strong performance in the year to come, thanks to accelerating and broad-based drivers.

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Jan 16, 2020 Research Alliance ESG Investor Seeks Connection. Muni Bonds, Please Apply.—Thornburg

Municipal bonds deserve more attention from ESG investors.

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Jan 16, 2020 Research Alliance Roll with the Punches of Rising Interest Rates—Parametric Portfolio Associates

This paper explores the impact of rising interest rates and how adopting a laddered portfolio structure may help investors roll with the punches of rising rates without feeling the lasting effects.

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Jan 15, 2020 Research Alliance Extracting Income Opportunities from Volatility—Parametric

The U.S. equity income market could be in for a wild ride in 2020. Learn how exposure diversification may help your portfolio weather the coming storm.

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Jan 14, 2020 Research Alliance Which Chinese Stocks Offer Shelter in Trade and Hong Kong Storms?—Thornburg

China’s GDP is changing and creating new investment opportunities. Thornburg Fund Manager Lei Wang on which Chinese stocks should weather market turbulence, the market implications of the political turmoil in Hong Kong and prospects for European equities.

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Jan 14, 2020 Research Alliance 2020 Investment Outlook: More Questions Than Answers—Parametric Portfolio Associates

Will the New Year bring challenges or opportunities for investors? Yes. Find out more in our 2020 investment outlook.

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Jan 10, 2020 Research Alliance The Case for International Small Caps—Artisan Partners

Investors may be overlooking the substantial universe of international small-cap stocks—an asset class that has historically provided attractive risk-adjusted returns, faster growth potential and diversification benefits. In addition, in this less-efficient market, active managers have increased opportunity to generate value-added results.

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Jan 08, 2020 Research Alliance Negative Rates in the U.S.? We Don’t Think So—Osterweis Capital Management

Although trillions of dollars of global debt currently “pays” negative yields, according to Eddy Vataru, the size and supply/demand dynamics of the U.S. mortgage market will keep domestic rates positive for the foreseeable future.

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