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

Apr 07, 2020 Research Alliance Navigating Volatility in Global Equity Markets—Artisan Partners

Artisan Partners Global Equity Team offers an update on how it is navigating volatility in global equity markets and why it believes the portfolios are well positioned for this environment.

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Apr 09, 2020 Research Alliance Don’t Respond to Short-Term Volatility with Long-Term Portfolio Changes—Parametric

Low prices may tempt some investors to rush into equities. But are there still too many unknowns?

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Apr 06, 2020 Research Alliance Disciplined Value Investing in Volatile Times—Artisan Partners

A discussion with Artisan Partners Global Value Team portfolio manager Daniel J. O’Keefe.

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Apr 08, 2020 Research Alliance Can Corporate Bonds Benefit from the Federal Relief Programs?—Parametric

Updates on the state of the fixed income markets. Today: As the number of sellers rise, policy makers send relief programs to aid the corporate bond market.

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Apr 03, 2020 Research Alliance 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 recent volatility.

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Apr 06, 2020 Research Alliance Benchmarking After-Tax Performance—Parametric

This brief is intended to help investors understand Parametric’s approach to constructing customized after-tax benchmarks.

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Apr 03, 2020 Research Alliance Using Tax Alpha to Measure Tax Efficiency—Parametric

Most tax efficiency metrics only indicate an investor’s potential tax experience—not what their experience actually is. We explain how to get a better view.

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Apr 02, 2020 Research Alliance Municipal Bonds: Where We’ve Been and Where We May Be Headed—Parametric

Updates on the state of the fixed income markets. Today: What opportunities lie in the aftermath of a volatile month in the municipal bond market?

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Apr 02, 2020 Research Alliance For Portfolio Resistance to COVID-19, Ingredients Matter—Thornburg

Portfolios comprised of top-notch equities and bonds coming into the economic and market crises should do even better coming out of it.

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Apr 01, 2020 Research Alliance The Faustian Bargain—Guggenheim Investments

The consequences of policymakers returning to the same tools employed in the financial crisis.

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