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Home » Research

Research

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

Research Alliance

Finding Sustainable Growth through an ESG Lens—Artisan Partners

November 9, 2020

The Artisan Partners Global Equity Team discusses how it incorporates ESG considerations in its search for sustainable growth and the compelling investm...

Artisan Partners, ESG/Impact
Research Alliance

Artisan Partners Investor Update Replays—Third Quarter 2020

November 9, 2020

Replays of Artisan Partners' most recent investor updates.

Artisan Partners
Research Alliance

Opportunities in Credit Amid Challenging Conditions—Guggenheim Investments

November 9, 2020

Credit spreads still have room to tighten, but default risk remains elevated in certain sectors.

Credit Market, Guggenheim Investments, High-Yield, Loans/CLO
Research Alliance

BBH Funds Third Quarter 2020 Commentaries

October 29, 2020

BBH Funds' quarterly commentaries

BBH, Cash, Core Bonds, International Stocks, Munis, U.S. Stocks
Research Alliance

Osterweis Strategic Income Fund Q3 2020 Advisor Teleconference—REPLAY

October 28, 2020

If you missed the Osterweis Strategic Income Fund quarterly update teleconference, you can listen to the replay.

Flexible Bond Funds, Osterweis Capital Management, Webinar Replays
Research Alliance

Osterweis Fund and Osterweis Strategic Investment Fund Q3 2020 Advisor Webinar—REPLAY

October 28, 2020

If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.

Core Bonds, Osterweis Capital Management, U.S. Stocks
Research Alliance

Baron Funds 3Q20 Quarterly Letters

October 27, 2020

Read quarterly letters from Chairman & CEO Ron Baron, President and COO Linda Martinson, and all our portfolio managers to learn more about the Firm, Fu...

Baron Funds
Research Alliance

In the Eye of the Storm—Guggenheim Investments

October 26, 2020

The relative calm we feel in the markets right now isn’t the end of the storm, it is just the eye.

COVID-19, Credit Market, Global Stocks, Guggenheim Investments, U.S. Economy
Research Alliance

Who Will Win?—Osterweis

October 23, 2020

Based on the outcome of the election, the markets will need to reassess their collective view on fiscal stimulus and economic policies more broadly.

Core Bonds, Osterweis Capital Management
Asset Class Research

Third Quarter 2020 Research Webinar Replay

October 22, 2020

Watch a replay of our third quarter 2020 Litman Gregory research team webinar.

APDLX, CISGX, COVID-19, Elections, Featured, Global Stocks, Investment Outlook, LSBDX, Monetary Policy
Research Alliance

UK: A Case Study in Virus Dynamics—BlackRock

October 12, 2020

We illustrate the dynamics of the three signposts we use in evaluating the virus shock: restart, policy revolution and economic scarring.

BlackRock, COVID-19
Market Updates

Third Quarter 2020 Investment Commentary

October 5, 2020

Going into the final quarter of 2020, multiple crosscurrents and uncertainties are presenting both investment risks and opportunities. There are reasons...

COVID-19, Elections, Featured, Global Economy, Investment Outlook, U.S. Politics, U.S. Stocks
asset-class-research
Asset Class Research

Elections & Investment Decisions

September 28, 2020

A quick review of how we think about elections in general within the context of our overall investment approach.

Elections, Featured, U.S. Politics, U.S. Stocks
Research Alliance

Lewis Kaufman Video Series—Artisan Partners

September 10, 2020

Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, discusses the topics he finds relevant to today’s investing environment. To...

Artisan Partners, Global Stocks
asset-class-research
Asset Class Research

How Sustainable Is the Market & Economic Recovery?

July 27, 2020

We think there is a reasonable case to be made that the market/economic rebound is broadly sustainable.

COVID-19, Featured, Global Economy, Growth vs. Value, International Stocks, Investment Outlook
Asset Class Research

Second Quarter 2020 Research Webinar Replay

July 23, 2020

Watch a replay of our second quarter 2020 Litman Gregory research team webinar. Topics covered (among others): the economic recovery, a declining U.S. d...

Alternative Strategies, Core Bonds, EM Stocks, Featured, Global Economy, International Bonds, Investment Outlook, Larger-Cap U.S. Blend Funds, U.S. Dollar, U.S. Stocks
Market Updates

Second Quarter 2020 Investment Commentary

July 7, 2020

We see several ways for our portfolios to “win” looking out over the next five to 10 years. But we should also steel ourselves for a potential double-di...

COVID-19, Featured, Fiscal Stimulus, Global Economy, Global Stocks, Investment Outlook, Monetary Policy
asset-class-research
Asset Class Research

Financial Markets: Risks & Opportunities

June 30, 2020

With the global economy trying to dig its way out from the voluntary shutdowns to contain COVID-19, we see both risks and opportunities for financial as...

Core Bonds, EM Stocks, Featured, Growth vs. Value, International Stocks, U.S. Dollar, U.S. Stocks
Manager Research

Guggenheim Total Return Bond Fund Snapshot

June 30, 2020

This Guggenheim Total Return Bond fund snapshot contains a summary of key information, including the performance history, the investment philosophy and ...

Core Bond Funds, GIBIX
Tutorials & LG Updates

Upcoming AdvisorIntelligence Website Enhancements

June 10, 2020

Watch the replay of our recent webinar on the site and service enhancements coming June 15, 2020.

Relaunch Update
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