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

Feb 15, 2019 Research Alliance A Credit Overview of the Muni Market—Eaton Vance

Every year, Eaton Vance's municipal bond research team ranks all of the U.S. states on their creditworthiness in a report entitled State of the States.

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Feb 12, 2019 Research Alliance The January Effect and a Strong Start for Munis—Eaton Vance

Municipal bonds were the beneficiary of fourth quarter uncertainty as interest rates fell while investors sought safety.

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Jan 31, 2019 Research Alliance Why Muni Floating-Rate Notes May Be Attractive Now—Eaton Vance

Even though interest rates have leveled off a bit in recent months, we continue to believe that municipal floating-rate notes are offering relatively attractive yields with some protection against volatile equity and fixed-income markets.

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Jan 30, 2019 Research Alliance An Enhanced Value Proposition for Senior Loans—OppenheimerFunds

The 2018 sell-off presents an opportunity to realize price gains as well as income.

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Jan 30, 2019 Research Alliance Osterweis Strategic Income Fund Q4 2018 Advisor Teleconference Replay

If you missed the Osterweis Strategic Income Fund quarterly update teleconference, you can listen to the replay.

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Jan 28, 2019 Research Alliance Not as BBBad as You’ve Heard—Osterweis Capital Management

BBB issuers have received a lot of bad press recently, but John Sheehan believes the perception is worse than the reality and that credit selection is key to finding good risk adjusted returns within the diverse BBB universe.

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Jan 25, 2019 Research Alliance Headwinds Are Blowing, But the Ship Sails Onward—Osterweis Capital Management

We believe yield curve flattening at this stage is not a precursor to recession unless there is a specific driver for recession, which we don't see at this time.

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Jan 24, 2019 Research Alliance Will the Real Market Please Stand Up—Osterweis Strategic Income Outlook

We have been taking advantage of the flatter yield curve by increasing our holdings in commercial paper, short-dated investment-grade floating-rate notes, and some higher-rated shorter-term bonds.

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Jan 18, 2019 Research Alliance Up the Escalator, Down the Elevator—Guggenheim Investments

An uptick in corporate defaults in 2019 will mark the beginning of a prolonged period of stress in the corporate bond market.

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Jan 04, 2019 Research Alliance Allocating Based on Risk in Fixed Income Markets—OppenheimerFunds

The Wall Street Transcript interviews Peter Strzalkowski on navigating risks and trends.

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