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

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

The coronavirus is a looming economic problem.

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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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Jan 27, 2020 Just Markets—A Conversation with DoubleLine's Jeffrey Gundlach

At our Investment Forum, held November 14, 2019, Litman Gregory chief investment officer Jeremy DeGroot interviewed DoubleLine CEO and chief investment officer Jeffrey Gundlach. Their conversation touched on DoubleLine's investing approach, recession risk, interest rates, inverted yield curves, and even the prospect of generational warfare.

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Jan 27, 2020 Research Alliance The Economic Incentives of Climate Change—Guggenheim Investments

Realistic practical solutions must become the primary focus of climate change debate.

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Jan 23, 2020 Research Alliance Osterweis Capital Management Fourth Quarter 2019 Equity Outlook

The key question for 2020 and beyond is whether inflation can overcome the dampening effects of continuous technological innovation and demographics and at long last accelerate.

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Jan 22, 2020 Research Alliance Despite “Phase One,” U.S.-China Trade Dispute Likely to Linger—Thornburg

As “strategic competitors,” bilateral friction won’t go away anytime soon, but extensive economic integration and shared interests should facilitate longer-term accords and investment.

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Jan 22, 2020 Research Alliance Securitized Fixed Income: A Potent Shield Against ESG Risk—BBH

Securitized assets make up over a quarter of the U.S. fixed-income market, yet are an often overlooked opportunity for enhancing risk-adjusted yield while managing environmental, social, and governance (ESG) exposure in a fixed-income portfolio.

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Jan 21, 2020 Research Alliance Global Central Banks Fueling a Ponzi Market—Guggenheim Investments

Even though central bank easing has put off recession until 2021 or perhaps 2022, ultimately we will reach a tipping point when investors will awaken to the rising tide of defaults and downgrades.

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