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

Nov 29, 2018 Research Alliance Staying Ahead of Climate Risk in the Muni Market—Eaton Vance

As the frequency and damage of weather-related events continue to rise, we believe incorporating climate change into the credit-evaluation process for state and local issuers is important for muni investors.

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Nov 27, 2018 Research Alliance California Wildfires Rage, Muni Impacts Limited—Eaton Vance

Despite the massive economic losses generated by these natural disasters, according to Moody's, there have been no municipal defaults (by Moody's rated credits) directly related to natural disasters.

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Nov 26, 2018 Research Alliance Opinions Abound on Floating-Rate Loan Credit Health—Eaton Vance

Our longest-running fund will surpass its 30-year mark in 2019. Along the way, we've developed deep expertise in this asset class. Today we manage more than $45 billion in floating-rate corporate loan assets, for clients all around the globe and in every discernible delivery format.

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Nov 20, 2018 Research Alliance Fixed-Income Outlook: Jogging to the Exits—Guggenheim Investments

Preparing for the market turbulence that typically occurs in the run up to a recession.

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Nov 20, 2018 Research Alliance Investment-Grade Corporate Bonds: Exit Strategy—Guggenheim Investments

Tight spreads present an opportunity to move up in quality and liquidity.

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Nov 09, 2018 Research Alliance Investing in Muni Bonds When Rates Rise—Wells Fargo Asset Management

What can history tell us about municipal bonds in a rising rate environment?

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Nov 08, 2018 Research Alliance In Search of Quality Income in Corporate Bonds—Wells Fargo Asset Management

Focusing on industries and sectors poised to potentially benefit from global economic cycles may help add value.

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Nov 05, 2018 Research Alliance The Yield Curve Doesn't Lie—Guggenheim Investments

In this update to our recession forecast, we examine the flattening yield curve and conclude that it remains a powerful indicator of coming recession, despite prevailing sentiment to the contrary.

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Oct 26, 2018 Research Alliance Hurricanes, the Muni Market, and the Duct Tape Effect—Thornburg

Preparations ahead of a hurricane and rebuilding after it temporarily boost tax receipts in affected areas. But longer-term effects on muni markets are usually negligible.

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Oct 26, 2018 Research Alliance Osterweis Strategic Income Fund Q3 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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