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...
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...
Is This the End of Days?—Osterweis Capital Management
Osterweis Capital Management Strategic Income Q1 2020 market outlook.
Osterweis Capital Management First Quarter 2020 Equity Outlook
Osterweis Capital Managment's first quarter 2020 equity outlook
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.
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...