HOME     Research

Research

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

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?

Read more
Apr 27, 2020 Research Alliance Corporate Spreads Rebound amid Increasing Investor Demand—Parametric

Updates on the state of the fixed income markets. Today: Federal programs have paved the way for corporate bond recovery as investor demand increases—but will the market continue to thrive?

Read more
Apr 24, 2020 Research Alliance Municipal Bond Premiums: Separating Fact from Fiction—Parametric

This paper aims to dispel common misconceptions about premium municipal bonds.

Read more
Apr 24, 2020 Research Alliance BBH Funds First Quarter 2020 Commentaries

BBH Funds' first quarter 2020 commentaries

Read more
Apr 23, 2020 First Quarter 2020 Research Webinar Replay

Listen to a replay of our first quarter 2020 Litman Gregory research team webinar. Topics covered (among others): U.S. stock valuations, managed futures, munis vs. taxable bonds, REITs, the tsunami of federal spending.

Read more
Apr 22, 2020 Research Alliance Emerging Markets Update With Portfolio Manager Charlie Wilson—Thornburg

In light of Covid-19 and recent volatility, Charlie Wilson provides an update on two key opportunities in emerging markets.

Read more
Apr 21, 2020 Research Alliance Muni Market: Where We Go from Here—Thornburg

An associate PM gives her perspective from the trenches.

Read more
Apr 15, 2020 Research Alliance All That Glitters: Is Gold the Safe Haven Investors Need?—Parametric

With so much uncertainty surrounding equities, why is gold underperforming?

Read more
Apr 13, 2020 Research Alliance The Emerging Emerging-Markets Crisis—Guggenheim Investments

Global capital markets are not pricing in the growing likelihood of rising EM corporate defaults.

Read more
Apr 10, 2020 Research Alliance Core Fixed Income Quarterly Update Q1 2020—BBH

Andrew Hofer and Neil Hohmann provide an analysis of the investment environment and most recent quarter-end results of the Core Fixed Income Strategy.

Read more

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.