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

Mar 03, 2020 Research Alliance Coronavirus Doesn’t Infect Emerging Markets’ Medium-term Outlook—Thornburg

Headlines about the COVID-19’s impact on global GDP growth and earnings are worrying, but longer-term drivers in emerging market earnings should predominate before long.

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Mar 02, 2020 Research Alliance Note to Clients: Markets Infected by Coronavirus—Guggenheim Investments

Portfolio positioning with coronavirus on the brink of pandemic.

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Mar 03, 2020 Responsibly Finding Yield in Today’s World

At current levels in investment-grade and high-yield bond markets, we are cautious. Overall, though, Litman Gregory has been recommending that advisors should allocate part of their clients’ core bond exposure to flexible income strategies and specific higher-quality, liquid segments of the credit markets.

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Feb 25, 2020 Research Alliance Market Selloff Goes Viral, Injecting More Value into Prices—Thornburg

Coronavirus-induced market volatility is another in a long string of blows to the global economic recovery. But investors should look through the disruptions for free-cash-flow generative companies with healthy balance sheets and resilient, if not robust earnings.

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Jan 23, 2020 Fourth Quarter 2019 Research Webinar Replay

Listen to a replay of our fourth quarter 2019 Litman Gregory research team webinar. Topics covered (among others): investment challenges, municipal bonds, U.S. and European stock valuations, value vs. growth, and small vs. large.

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Jan 22, 2020 Research Alliance Securitized Fixed Income: A Potent Shield Against ESG Risk—BBH

Securitized assets make up over a quarter of the U.S. fixed-income market, yet are an often overlooked opportunity for enhancing risk-adjusted yield while managing environmental, social, and governance (ESG) exposure in a fixed-income portfolio.

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Jan 27, 2020 Just Markets—A Conversation with DoubleLine's Jeffrey Gundlach

At our Investment Forum, held November 14, 2019, Litman Gregory chief investment officer Jeremy DeGroot interviewed DoubleLine CEO and chief investment officer Jeffrey Gundlach. Their conversation touched on DoubleLine's investing approach, recession risk, interest rates, inverted yield curves, and even the prospect of generational warfare.

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Jan 10, 2020 Research Alliance The Case for International Small Caps—Artisan Partners

Investors may be overlooking the substantial universe of international small-cap stocks—an asset class that has historically provided attractive risk-adjusted returns, faster growth potential and diversification benefits. In addition, in this less-efficient market, active managers have increased opportunity to generate value-added results.

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Dec 26, 2019 The Fed's Sugar High—A Conversation with Guggenheim's Scott Minerd

At our Investment Forum, held November 2019, Litman Gregory senior research analyst Jack Chee interviewed Guggenheim Global CIO Scott Minerd. Their conversation touched on Guggenheim's investing approach, recession risk, the corporate bond market, the trade war, and even immigration.

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Dec 10, 2019 Alcentra’s Leland Hart: No Signs of the Apocalypse

On November 13, we held a call with Alcentra's Leland Hart to discuss the loan market and BNY Mellon Floating Rate Income. He says no signs of the apocalypse in the loan market ... except for investor behavior.

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