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Asset Class Research

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 20, 2020 Research Alliance Value Is a Poor Timing Tool—Guggenheim Investments

Markets often overshoot, and just because things are cheap doesn’t mean they can’t get cheaper.

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Mar 19, 2020 Research Alliance Are Municipal Bonds Poised for a Comeback?—Parametric

The bond markets aren’t immune to COVID-19—but some sectors may be better positioned to handle the upheaval.

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Mar 17, 2020 Research Alliance Can the Benefits of Corporate Ladders Outclimb Market Volatility?—Parametric

Does market volatility mean vulnerability for portfolio owners with investment-grade corporate bonds? Find out why corporate laddered bonds can thrive—no matter the market cycle.

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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 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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Mar 11, 2020 Research Alliance Value Investing With Legends Podcast featuring David Samra—Artisan Partners

International Value team portfolio manager David Samra discusses his career and the past, present and future of value investing.

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Mar 10, 2020 Research Alliance To Capture the Volatility Risk Premium, Patience Is a Virtue—Parametric

If you have the patience, the odds for a strong volatility risk premium in 2020 are in your favor.

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Mar 10, 2020 Research Alliance On Coronavirus and Volatility in Equities and Bond Markets—Thornburg

COVID-19 and the socio-political responses to it present an opportunity for both market timers, those who try and trade around the shifts in market direction, and long-term investors.

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