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

May 21, 2020 Research Alliance Oil Market Volatility to Recede Slowly after Coronavirus Lockdowns—Thornburg

Oil prices have swung massively over the past several weeks, including a dip into negative pricing. Portfolio Manager Charlie Wilson breaks down what it means to the energy sector in the U.S. and globally.

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May 20, 2020 Research Alliance Economic Perspectives: Out Of The Frying Pan Into The Fire?—Thornburg

Thornburg’s Co-head of Investments Jeff Klingelhofer discusses what competing forces within the U.S. economy and unprecedented fiscal/monetary policy stimulus mean for investors.

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May 13, 2020 Research Alliance Restoring Client Confidence amid the COVID-19 Crisis—Thornburg

Help inspire the confidence and courage your clients need to believe the future is still a great investment.

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May 14, 2020 Research Alliance Read Politicians’ COVID-19 Rhetoric with a Cool Head and a Deep Breath—Parametric

For muni investors, the words of state and local leaders should stack up to fiscal fundamentals.

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May 11, 2020 Research Alliance We Are All Government-Sponsored Enterprises Now—Guggenheim Investments

The support to corporate America during this economic shutdown risks the creation of a new moral obligation for the U.S. government.

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May 06, 2020 Research Alliance NowMe Episode 2: Advising Women Over 50 Part II - A Key Demographic—Thornburg

In a continued discussion from episode one, we learn why women over 50 are an important demographic for financial advisors going forward.

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May 07, 2020 Research Alliance What Will the U.S. Economic Recovery Look Like?—Thornburg

Nancy R. Lazar spoke with Thornburg Investment Management about what she believes a U.S. economic recovery will look like in 2020.

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May 04, 2020 Research Alliance Fed’s Muni Aid Program Treats the Symptom, Not the Cause—Parametric

A new Fed program may help municipal issuers access liquidity. But how far can that help go?

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Apr 29, 2020 Research Alliance How COVID-19’s Deflation Shock May Spawn Inflation Outbreak—Thornburg

Coronavirus has sent economies swooning, toppling consumer price indices. Rebounds in stock and bond markets on policy stimulus don’t mean market volatility is over, or that inflation is dead.

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Apr 27, 2020 Research Alliance A Bankrupt Idea—BBH

Last week, Senate majority leader, Mitch McConnell, raised concerns in the muni market with his suggestion that states should be enabled to file for bankruptcy. Read on for an analysis on the Senator’s proposal.

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