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

Jul 13, 2017 Research Alliance Osterweis Capital Management Second Quarter 2017 Fund Fact Sheets

Second quarter 2017 fund fact sheets from Osterweis Capital Management.

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Jul 13, 2017 Research Alliance Hunting Profit Cycles—Artisan Partners

Portfolio manager Matt Kamm discusses how the team takes a scientific approach to unearthing compelling profit cycles.

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Jul 12, 2017 Research Alliance Embracing Volatility—Artisan Partners

Portfolio manager Jim Hamel discusses how the Growth team approaches market volatility.

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Jul 10, 2017 Research Alliance Misperceiving Risk and Pricing for Perception—Thornburg Investment Management

Low Treasury yields and high equity prices aren’t necessarily contradictory. Both suggest expectations of continued unexciting growth, low inflation, and a steady Federal Reserve. What could go wrong?

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Jul 06, 2017 Research Alliance Rally in Emerging-Market Equities Peaking, or Just Beginning?—Thornburg Investment Management

Wondering if you've missed the opportunity to establish or build exposure to the asset class? It appears the cycle tailwinds lifting developing-country stocks have just begun.

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Jul 05, 2017 Research Alliance Bank Loans Beat High-Yield Amid Rising Rates? Don’t Bank on It—Thornburg Investment Management

The conventional wisdom about bank loans' interest rate protection and security needs a credit check.

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Jun 26, 2017 Putting Bonds to Work in Our Portfolios

Flexible bond funds and floating-rate loan funds continue to make up over half of our clients’ fixed-income exposure. We anticipate their returns will far exceed those of core bonds, and recent portfolio performance has borne this out.

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Jun 19, 2017 Research Alliance Ready or Not: Considering Chinese A-Shares—Parametric Portfolio Associates

Our emerging-markets expert, Dr. Tim Atwill, demystifies China A-shares and what they actually add to portfolio exposures. Read our expanded views on this decision, and, as always, please contact us with any questions or if you would like to discuss.

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Jun 01, 2017 Research Alliance Find the Optimal Blend For Your Client—Parametric Portfolio Associates

How much should I allocate to core? Our Core-Satellite Calculator allows you to identify the optimal blend.

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Dec 01, 2017 Research Alliance Emerging Markets: The Changing Dynamics—Artisan Partners

Throughout our 20 years of investing in emerging markets, we have seen significant changes in leadership across individual companies, sectors, and countries, which continue providing attractive investment opportunities for long-term investors.

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