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

Apr 13, 2020 Research Alliance Is the Oil Plunge Good News for Responsible Investors?—Parametric

Updates on the state of emerging markets. Today: How long will China’s unexpected outperformance hold up?

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Apr 13, 2020 Research Alliance Maintaining a Long-Term Orientation Amid Heightened Volatility—Artisan Partners

Rezo Kanovich, portfolio manager for the Artisan International Small-Mid Fund, discusses the team’s steadfast commitment to its investment philosophy focused on idiosyncratically driven investments and a long-term orientation during these times of heightened volatility.

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Apr 08, 2020 Research Alliance Note to Clients: Where We Are Nibbling at Value—Guggenheim Investments

Allocating capital as the pandemic progresses; emerging markets may be next domino to fall.

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Apr 10, 2020 Research Alliance Thoughts on Recent Market Volatility and Our Portfolio Positioning—Artisan Partners

Artisan Growth Team shares its thoughts on COVID-19, the threat of an oil price war and how it believes its portfolios’ positioning and investment process will help it weather the storm.

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Apr 09, 2020 Research Alliance Volatility Creates High Yield Opportunity—Artisan Partners

Bryan Krug, founding portfolio manager of the Artisan Partners Credit Team, discusses the impact of COVID-19 on high yield credit markets, where possible opportunities lie and why current valuations may provide an attractive entry point for long-term investors.

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Apr 08, 2020 Research Alliance Emerging Markets Positioning and Opportunities Amid Market Volatility—Artisan Partners

Maria Negrete-Gruson discusses investing amid dramatic volatility, identifying opportunities and long-term investment implications.

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Apr 07, 2020 Research Alliance Navigating Volatility in Global Equity Markets—Artisan Partners

Artisan Partners Global Equity Team offers an update on how it is navigating volatility in global equity markets and why it believes the portfolios are well positioned for this environment.

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Apr 06, 2020 Research Alliance Disciplined Value Investing in Volatile Times—Artisan Partners

A discussion with Artisan Partners Global Value Team portfolio manager Daniel J. O’Keefe.

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Apr 08, 2020 Research Alliance Can Corporate Bonds Benefit from the Federal Relief Programs?—Parametric

Updates on the state of the fixed income markets. Today: As the number of sellers rise, policy makers send relief programs to aid the corporate bond market.

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Apr 03, 2020 Research Alliance Special Edition: U.S. Fixed Income Market Update April 3, 2020—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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