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

May 13, 2020 Research Alliance Can Dividend Income Investors Endure Payout Cuts?—Parametric

Updates on the state of the financial markets. This week: What impact will payout cuts have on dividend income investors?

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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 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 27, 2020 Research Alliance A Bankrupt Idea—BBH

Last week, Senate majority leader, Mitch McConnell, raised concerns in the muni market with his suggestion that states should be enabled to file for bankruptcy. Read on for an analysis on the Senator’s proposal.

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Apr 27, 2020 Research Alliance Prepare for the Era of Recrimination—Guggenheim Investments

The unintended consequences and moral hazard of insufficient and misdirected policies.

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Apr 27, 2020 Research Alliance Is This the End of Days?—Osterweis Capital Management

Osterweis Capital Management Strategic Income Q1 2020 market outlook.

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