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

Feb 14, 2020 Research Alliance "Peace for Our Time"—Guggenheim Investments

The coronavirus is a looming economic problem.

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Feb 18, 2020 Research Alliance Our ESG Journey—Artisan Partners

The Growth team shares its recently developed two-stage framework designed to incorporate ESG factors into the team’s investment process.

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Feb 17, 2020 Research Alliance Dissecting Dispersion: Uncovering Opportunities in a Bifurcated Market—Artisan Partners

Growing dispersion is an opportunity to strategically invest.

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Feb 14, 2020 Research Alliance The Search for Sustainable Growth—Artisan Partners

Artisan Partners Global Equity team discusses the attributes it seeks in potential investments in its endeavor to find companies that can sustain earnings growth over the long term.

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Feb 13, 2020 Research Alliance Value in Tech Stocks—Artisan Partners

Can tech companies be suitable additions to value-style portfolios? The Artisan Partners U.S. Value Team thinks so. When mature, cash-producing, industry-leading juggernauts fall out of favor, opportunity presents itself.

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Feb 13, 2020 Research Alliance The Relative Value Case for Bank Loans Over High Yield—Guggenheim Investments

Loans present an opportunity to move up the capital structure with better spreads and yields than high-yield corporate bonds.

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Feb 12, 2020 Research Alliance An Emerging Markets Strategy That’s Always in Style—Thornburg

In EM, balance your style and let promising stocks lead the way.

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Feb 11, 2020 Research Alliance Prognosticating China’s Coronavirus-Struck Markets—Thornburg

If the novel coronavirus’s spread hurts some industries, others are positioned to benefit from the fallout. Examining the short- and long-term implications of the virus’s effect on global supply chains.

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Feb 05, 2020 Research Alliance 5 Ways to Build Your Business This Year—Thornburg

Better ways to connect with Millennials to boost your practice.

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Feb 04, 2020 Research Alliance Yet Another Year of Bullish Emerging Markets Calls?—Thornburg

Exogenous factors often knock well-positioned markets temporarily off track, sometimes repeatedly. But dislocated share prices ultimately re-align with business fundamentals, earnings growth and attractive valuations.

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