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Investment Outlook

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

Mar 25, 2020 Research Alliance Market Update from Thornburg CEO—Thornburg

Amid the continued turmoil spawned by COVID-19, Thornburg President and CEO Jason Brady provides an update on how we are responding to market volatility.

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Mar 20, 2020 Research Alliance Special Edition: U.S. Fixed Income Market Update—BBH

BBH’s Fixed Income Product Specialist John Ackler discusses developments and opportunities we are uncovering in the U.S. fixed income markets amid the recent volatility.

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Mar 20, 2020 Research Alliance Value Is a Poor Timing Tool—Guggenheim Investments

Markets often overshoot, and just because things are cheap doesn’t mean they can’t get cheaper.

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Mar 19, 2020 Research Alliance Shock and Awe Falls Short—Guggenheim Investments

The Fed still has a number of tools at its disposal that haven’t yet been implemented.

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Mar 12, 2020 Research Alliance Will the U.S. Enter a Recession?—Thornburg

Nancy Lazar, head of economic research and founding partner at Cornerstone Macro, gives her 2020 U.S. economic forecast in this quick Q&A

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Feb 14, 2020 Research Alliance "Peace for Our Time"—Guggenheim Investments

The coronavirus is a looming economic problem.

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Jan 27, 2020 Just Markets—A Conversation with DoubleLine's Jeffrey Gundlach

At our Investment Forum, held November 14, 2019, Litman Gregory chief investment officer Jeremy DeGroot interviewed DoubleLine CEO and chief investment officer Jeffrey Gundlach. Their conversation touched on DoubleLine's investing approach, recession risk, interest rates, inverted yield curves, and even the prospect of generational warfare.

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Jan 23, 2020 Research Alliance Osterweis Capital Management Fourth Quarter 2019 Equity Outlook

The key question for 2020 and beyond is whether inflation can overcome the dampening effects of continuous technological innovation and demographics and at long last accelerate.

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Jan 15, 2020 Research Alliance Extracting Income Opportunities from Volatility—Parametric

The U.S. equity income market could be in for a wild ride in 2020. Learn how exposure diversification may help your portfolio weather the coming storm.

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Jan 14, 2020 Research Alliance 2020 Investment Outlook: More Questions Than Answers—Parametric Portfolio Associates

Will the New Year bring challenges or opportunities for investors? Yes. Find out more in our 2020 investment outlook.

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