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

May 21, 2020 Research Alliance As the Market Recovery Loses Momentum, Have Corporate Bonds Reached a Turning Point?—Parametric

Corporate bonds are flattening after an exceptional rally—but there are plenty of reasons to remain bullish.

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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 18, 2020 Research Alliance Cross-Sectional Volatility: A Double-Edged Sword for Investors—Parametric

This unique volatility metric can help you identify tax-loss harvesting opportunities—but there’s a catch.

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May 14, 2020 Research Alliance The Salutary Effects of Coronavirus-Stricken Energy Prices—Thornburg

While energy investment retrenches in the wake of COVID-19’s historic impact on oil and gas markets, consumers will benefit as economies reopen. Selective and patient investors should too.

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May 13, 2020 LG Webinar Replay: Absolute Return with FPA

Steven Romick, CFA, discusses the global investment landscape, applying his go-anywhere, absolute-value, opportunistic approach. Hosted by Litman Gregory chief investment officer Jeremy DeGroot, CFA.

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May 13, 2020 LG Webinar Replay: International Equity Markets with Pictet Asset Management

Benjamin Beneche, CFA, and Fabio Paolini, CFA, bring a global perspective across sectors and regions, from developed to emerging markets. Hosted by Litman Gregory's Rajat Jain, CFA.

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May 13, 2020 LG Webinar Replay: U.S. Small Cap Equities with SBH

Mark Dickherber, CFA, and Shaun Nicholson, CFA, identify opportunities in this capitalization range, which has disproportionately sold off. Hosted by Litman Gregory's Jack Chee.

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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 13, 2020 Research Alliance Can Dividend Income Investors Endure Payout Cuts?—Parametric

Updates on the state of the financial markets. This week: What impact will payout cuts have on dividend income investors?

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