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

Nov 14, 2017 Research Alliance China's Slow Recovery from Debt Hangover Begins—Thornburg Investment Management

Growth in the country's corporate debt load has finally leveled off this year as financial conditions and regulatory oversight tighten. That's good. But rebounding returns on incremental assets and common equity are even better.

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Nov 16, 2017 Research Alliance Fixed-Income Outlook Video—Guggenheim Investments

In the video companion to our Fourth Quarter 2017 Fixed-Income Outlook, portfolio manager Steve Brown and Maria Giraldo, a Director in the Macroeconomic and Investment Research Group, explain why we still favor defensive positioning given limited potential upside for risk assets.

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Nov 15, 2017 Research Alliance Opportunity and Risk in an Unprecedented Market—Guggenheim Investments

Chairman of Investments and Global CIO Scott Minerd joins WealthTrack’s Consuelo Mack for an in-depth discussion on investing in a market distorted by unorthodox monetary policy and vulnerabilities to near-term shocks.

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Nov 09, 2017 Research Alliance Tax Alpha: How to Measure and Maximize—Parametric Portfolio Associates

How do you know if your tax-efficient investment approach is working? One way to quantify your effort is by using our tax alpha equation. It can help illustrate potential outcomes and set realistic expectations based on the market environment.

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Nov 03, 2017 Research Alliance An Acronym-Free Introduction to Responsible Investing—Parametric Portfolio Associates

In our latest post, Jennifer Sireklove explains—in plain English—environmental, social, and governance-focused investment approaches.

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Nov 03, 2017 Research Alliance Boring Companies, Exciting Stocks—Thornburg Investment Management

Economic dislocations, regulatory shifts, or intense competition can change the market dynamics confronting big, and at times unwieldy, conglomerates. They often force corporate restructurings that can result in more effective capital allocation and returns for investors who recognize promising new strategies amid the prevailing market pressures.

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Oct 30, 2017 Research Alliance India Takes a Page Out of the TARP Playbook—Thornburg Investment Management

In its most concerted effort to reverse slowing credit and economic growth to date, New Delhi devises a $32 billion public sector bank recapitalization.

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Oct 23, 2017 Research Alliance Match Your Personal Ethics to Your Investments—Parametric Portfolio Associates

Many investors choose to implement socially responsible investing principles in their portfolios. But for something as specific as human trafficking or child labor, is it even possible to properly identify companies that engage in this behavior?

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Oct 23, 2017 Research Alliance China's Central Bank Chief Warns of "Minsky Moment"—Thornburg Investment Management

Zhou Xiaochuan appeared to be talking about China, given his contextual warnings about the country's high corporate and rising household debt loads. But the message may apply to frothy and debt-laden markets globally.

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Apr 24, 2018 Research Alliance First Quarter 2018 Strategic Income Outlook—Osterweis Capital Management

We believe there is enough evidence to support a growing economy for the next several years.

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