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Fixed-Income

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

Feb 22, 2017 Research Alliance Municipals: Location, Location, Location

MainStay Investments: It turns out that location applies to more than just real estate. Location matters for municipal bond portfolios, too, according to David Dowden, Portfolio Manager at MacKay Municipal Managers (subadvisor of several MainStay Funds).

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Feb 15, 2017 Research Alliance Convertibles: Sharp Handling of the Trump, Dow 20,000 Turns

MainStay Investments: We recently caught up with Portfolio Manager, Edward Silverstein, of the MacKay Shields’ Convertible Bond Team, who advises a 2016 Lipper Fund Award winner, MainStay Convertible Fund.

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Jan 23, 2017 Research Alliance Animal Spirits—Real or Ephemeral?

Osterweis Capital Management Fourth Quarter 2016 Fixed-Income Outlook: Investors have done well in 2016 to heed the words of Heraclitus, paraphrased, "Expect the unexpected."

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Jan 19, 2017 Litman Gregory Fourth Quarter Research Q&A

Each quarter, we hold a live webinar to address questions from clients about our investment views and current strategy. Among other topics, we discussed portfolio performance and our investment discipline, the key underpinnings of our strategic positioning, the performance of alternatives in 2016, and our thoughts on commodity-related investments.

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