Research
In-depth investment research and commentary from Litman Gregory and our 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 st...
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 […]
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. Read More
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.
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.
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.
Osterweis Strategic Income Fund Q1 2020 Advisor Teleconference—REPLAY
If you missed the Osterweis Strategic Income Fund quarterly update teleconference, you can listen to the replay.
Osterweis Fund and Osterweis Strategic Investment Fund Q1 2020 Advisor Webinar—REPLAY
If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.
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 volati...
Wow—Osterweis Capital Management
Osterweis Capital Management Total Return Q1 2020 market outlook.
Is This the End of Days?—Osterweis Capital Management
Osterweis Capital Management Strategic Income Q1 2020 market outlook.
Prepare for the Era of Recrimination—Guggenheim Investments
The unintended consequences and moral hazard of insufficient and misdirected policies.
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 ban...
Osterweis Capital Management First Quarter 2020 Equity Outlook
Osterweis Capital Managment's first quarter 2020 equity outlook
First Quarter 2020 Research Webinar Replay
Listen to a replay of our first quarter 2020 Litman Gregory research team webinar. Topics covered (among others): U.S. stock valuations, managed futures...
The Minutes: April 16, 2020
Notes from Litman Gregory's internal Research meeting held April 16, 2020.
Emerging Markets Update With Portfolio Manager Charlie Wilson—Thornburg
In light of Covid-19 and recent volatility, Charlie Wilson provides an update on two key opportunities in emerging markets.
Muni Market: Where We Go from Here—Thornburg
An associate PM gives her perspective from the trenches.
Stay the Course: There’s a Cost to Timing the Market
In a volatile environment like the one we find ourselves in today, many investors are eager to act. In this redistributable article, we remind our clien...