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

Finding Sustainable Growth through an ESG Lens—Artisan Partners
The Artisan Partners Global Equity Team discusses how it incorporates ESG considerations in its search for sustainable growth and the compelling investm...

Artisan Partners Investor Update Replays—Third Quarter 2020
Replays of Artisan Partners' most recent investor updates.

Opportunities in Credit Amid Challenging Conditions—Guggenheim Investments
Credit spreads still have room to tighten, but default risk remains elevated in certain sectors.


Osterweis Strategic Income Fund Q3 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 Q3 2020 Advisor Webinar—REPLAY
If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.

Baron Funds 3Q20 Quarterly Letters
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...

In the Eye of the Storm—Guggenheim Investments
The relative calm we feel in the markets right now isn’t the end of the storm, it is just the eye.

Who Will Win?—Osterweis
Based on the outcome of the election, the markets will need to reassess their collective view on fiscal stimulus and economic policies more broadly.

Third Quarter 2020 Research Webinar Replay
Watch a replay of our third quarter 2020 Litman Gregory research team webinar.

UK: A Case Study in Virus Dynamics—BlackRock
We illustrate the dynamics of the three signposts we use in evaluating the virus shock: restart, policy revolution and economic scarring.

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

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

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

How Sustainable Is the Market & Economic Recovery?
We think there is a reasonable case to be made that the market/economic rebound is broadly sustainable.

Second Quarter 2020 Research Webinar Replay
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...

Second Quarter 2020 Investment Commentary
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...

Financial Markets: Risks & Opportunities
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...

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

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