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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?

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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?

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

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

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

BBH Funds' first quarter 2020 commentaries

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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.

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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.

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

An associate PM gives her perspective from the trenches.

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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?

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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.

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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.

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