Research
In-depth investment research and commentary from Litman Gregory and our Research Alliance
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...
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.
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...
The Emerging Emerging-Markets Crisis—Guggenheim Investments
Global capital markets are not pricing in the growing likelihood of rising EM corporate defaults.
Core Fixed Income Quarterly Update Q1 2020—BBH
Andrew Hofer and Neil Hohmann provide an analysis of the investment environment and most recent quarter-end results of the Core Fixed Income Strategy.
First Quarter 2020 Investment Commentary
We are all now living through a period in history none of us will ever forget. The impact on our families, communities, and country has been profound. R...
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 r...
The Faustian Bargain—Guggenheim Investments
The consequences of policymakers returning to the same tools employed in the financial crisis.
Special Edition: U.S. Fixed Income Market Update March 27—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 r...
The Great Leverage Unwind—Guggenheim Investments
Funding and trading markets are not functioning well due to excessive leverage needing to be unwound in the financial system.
Leaning into the Wind—BBH
Given the extraordinary turbulence in credit and equity markets over the last few weeks, we are writing you to provide an unusual mid-month update.
Special Edition: U.S. Fixed Income Market Update—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 r...
Value Is a Poor Timing Tool—Guggenheim Investments
Markets often overshoot, and just because things are cheap doesn’t mean they can’t get cheaper.
Shock and Awe Falls Short—Guggenheim Investments
The Fed still has a number of tools at its disposal that haven’t yet been implemented.
Overcoming Panic in Volatile Markets
The key point of our latest message to clients is that the best time to stick to your investment discipline and buy is usually when you feel fearful but...
Litman Gregory AdvisorIntelligence Business Continuity Update
We recognize that everyone in our community is managing through new and unfamiliar circumstances. Our team is here and available to talk through any que...
Note to Clients: Meeting An Historic Challenge—Guggenheim Investments
Tonight, we stand at the precipice of an historic challenge. Nothing in our collective experience compares to the circumstances that we now face.
Capital Preservation Amid a Time of Crisis—BBH
Significant challenges stand in front of the municipal market. While the true human and economic tolls of COVID-19 will unfold over time, the muni marke...
Responsibly Finding Yield in Today’s World
At current levels in investment-grade and high-yield bond markets, we are cautious. Overall, though, Litman Gregory has been recommending that advisors ...