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

Mar 13, 2018 Research Alliance Muni Update and Outlook—Thornburg Investment Management

Chris Ryon, portfolio manager for Thornburg’s municipal bond strategies, discusses potential impacts on the market and how the team is positioning portfolios in response.

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Sep 04, 2019 Research Alliance Industrial Process Innovation—Artisan Partners

Currently, the team has identified a number of compelling secular trends that it believes are catalysts for profit acceleration and that will drive growth for some time to come. In this article, the team discusses one of those trends—industrial process innovation.

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Sep 03, 2019 Research Alliance Internal Change Catalysts—Artisan Partners

Here, the team discusses key attributes it looks for in identifying franchises that it believes can enjoy a long-term profit cycle, due primarily to compelling internal change catalysts.

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Mar 09, 2018 Research Alliance Who’s Afraid of Higher Wages Driving Inflation?—Thornburg

Not necessarily the Fed, whose own research suggests wage growth is not a reliable indicator of future inflation. But markets, it appears, aren’t sure what to think.

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Aug 30, 2019 Research Alliance Health Care Innovation—Artisan Partners

The Growth team shares its views on the evolution of the health care industry and opportunities it is finding in harnessing this trend.

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Mar 08, 2018 Research Alliance Beijing's Reforms Reveal Blue Skies—Thornburg Investment Management

China’s supply-side reforms are having a real impact on its economy and environment, and creating attractive, if not immediately apparent, investment opportunities for flexible valuation-sensitive investors.

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Mar 07, 2018 Research Alliance Emerging-Market ETFs—Thornburg Investment Management

Emerging-market ETFs suffered deviations in their market prices relative to their net asset values, with their total returns materially underperforming the broad emerging-market index during the selloff.

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Mar 01, 2018 Research Alliance Market Crossroads: Volatility, Inflation, and the Fed Legacy—Thornburg Investment Management

Discussion on the return of volatility, inflation dynamics, and the future of the Federal Reserve reaction function.

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Feb 22, 2018 Market Turbulence and Central Bank Policy Shifts

Following the recent market turmoil, Litman Gregory chief investment officer Jeremy DeGroot shared his thoughts on the investment environment with an audience of our private wealth management clients. We’ve excerpted his comments here.

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Feb 22, 2018 Research Alliance Will 2018 be a Breakout Year for Commodities?—Parametric Portfolio Associates

The current stage of the economic cycle favors commodities. As does the weakening U.S. dollar.

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