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

Dec 19, 2017 The Bitcoin Craze is Speculation, Not Investing

We’ve been getting some questions from clients and advisors about bitcoin. Our general view is that betting on bitcoin and other cryptocurrencies is speculation, not investing.

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Dec 14, 2017 An Operational Viewpoint on Integrating Separately Managed Accounts

Earlier this year, we began offering Parametric’s Tax-Managed Custom Core Separately Managed Accounts to our wealth management clients. We are now sharing our experience from an operations perspective through a conversation with Litman Gregory’s director of operations, Tisha Ehrenberger.

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Dec 14, 2017 Research Alliance The Yuan and the Truth About Emerging Markets Currencies—Parametric Portfolio Associates

While the Chinese yuan seems to be on quite the roller-coaster ride, it does help provide a lesson in the value of maintaining a healthy dose of skepticism when it comes to "managed" emerging-market currencies.

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Dec 03, 2017 Research Alliance Emerging Market Performance Dispersion Set to Rise After Strong 2017—Thornburg Investment Management

Emerging markets have benefited from both improving fundamentals and bullish sentiment driving inflows to the asset class. Individual country risks, however, are poised to rise. Be selective.

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Nov 29, 2017 Research Alliance Forecasting the Next Recession—Guggenheim Investments

Predicting recessions well in advance is notoriously difficult, but we believe our Recession Dashboard and Recession Probability Model make it possible to get an early read on when the next recession will begin by analyzing the late-cycle behavior of several key economic and market indicators.

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Nov 22, 2017 Research Alliance A Megatrend is Underway—Thornburg Investment Management

Lately, investors have been focused on headlines about China’s twice-a-decade congress reshuffling, looking for signs of leadership changes to come in the world’s second-largest economy. But a different kind of leadership change in China is well underway—and investors should take note.

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Nov 21, 2017 Research Alliance Making Sense of the Currency Effect in Foreign Equities Investing—Thornburg Investment Management

U.S. investors in international markets would be well advised to understand the impact that currency fluctuations have on their international portfolio.

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Nov 14, 2017 Research Alliance China's Slow Recovery from Debt Hangover Begins—Thornburg Investment Management

Growth in the country's corporate debt load has finally leveled off this year as financial conditions and regulatory oversight tighten. That's good. But rebounding returns on incremental assets and common equity are even better.

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Nov 16, 2017 Research Alliance Fixed-Income Outlook Video—Guggenheim Investments

In the video companion to our Fourth Quarter 2017 Fixed-Income Outlook, portfolio manager Steve Brown and Maria Giraldo, a Director in the Macroeconomic and Investment Research Group, explain why we still favor defensive positioning given limited potential upside for risk assets.

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Nov 03, 2017 Research Alliance Boring Companies, Exciting Stocks—Thornburg Investment Management

Economic dislocations, regulatory shifts, or intense competition can change the market dynamics confronting big, and at times unwieldy, conglomerates. They often force corporate restructurings that can result in more effective capital allocation and returns for investors who recognize promising new strategies amid the prevailing market pressures.

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