HOME     Research


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

May 21, 2020 Research Alliance As the Market Recovery Loses Momentum, Have Corporate Bonds Reached a Turning Point?—Parametric

Corporate bonds are flattening after an exceptional rally—but there are plenty of reasons to remain bullish.

Read more
May 21, 2020 Research Alliance Oil Market Volatility to Recede Slowly after Coronavirus Lockdowns—Thornburg

Oil prices have swung massively over the past several weeks, including a dip into negative pricing. Portfolio Manager Charlie Wilson breaks down what it means to the energy sector in the U.S. and globally.

Read more
May 20, 2020 Research Alliance Economic Perspectives: Out Of The Frying Pan Into The Fire?—Thornburg

Thornburg’s Co-head of Investments Jeff Klingelhofer discusses what competing forces within the U.S. economy and unprecedented fiscal/monetary policy stimulus mean for investors.

Read more
May 18, 2020 Research Alliance Cross-Sectional Volatility: A Double-Edged Sword for Investors—Parametric

This unique volatility metric can help you identify tax-loss harvesting opportunities—but there’s a catch.

Read more
May 14, 2020 Research Alliance The Salutary Effects of Coronavirus-Stricken Energy Prices—Thornburg

While energy investment retrenches in the wake of COVID-19’s historic impact on oil and gas markets, consumers will benefit as economies reopen. Selective and patient investors should too.

Read more
May 13, 2020 LG Webinar Replay: Fixed Income Markets with BBH

Andrew Hofer and Greg Steier cover a wide swath of fixed-income areas including municipal, investment-grade, and high-yield debt. Hosted by Litman Gregory's Jack Chee.

Read more
May 13, 2020 LG Webinar Replay: Absolute Return with FPA

Steven Romick, CFA, discusses the global investment landscape, applying his go-anywhere, absolute-value, opportunistic approach. Hosted by Litman Gregory chief investment officer Jeremy DeGroot, CFA.

Read more
May 13, 2020 LG Webinar Replay: International Equity Markets with Pictet Asset Management

Benjamin Beneche, CFA, and Fabio Paolini, CFA, bring a global perspective across sectors and regions, from developed to emerging markets. Hosted by Litman Gregory's Rajat Jain, CFA.

Read more
May 14, 2020 Research Alliance Read Politicians’ COVID-19 Rhetoric with a Cool Head and a Deep Breath—Parametric

For muni investors, the words of state and local leaders should stack up to fiscal fundamentals.

Read more
May 13, 2020 Research Alliance Can Dividend Income Investors Endure Payout Cuts?—Parametric

Updates on the state of the financial markets. This week: What impact will payout cuts have on dividend income investors?

Read more


Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.