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

Mar 31, 2020 Research Alliance Advisors: Why a Dividend Strategy Matters to Your Clients—Thornburg

What if the solution you need is a strategy you’ve always known?

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Mar 24, 2020 Research Alliance Gene Therapy: A Transformative Approach to Patient Care—Osterweis

Gene therapy is a revolutionary technology that addresses the root causes of genetic disorders, creating not only better patient outcomes but also compelling investment opportunities.

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Mar 20, 2020 Research Alliance Value Is a Poor Timing Tool—Guggenheim Investments

Markets often overshoot, and just because things are cheap doesn’t mean they can’t get cheaper.

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Mar 19, 2020 Research Alliance BBH Funds January 2020 Commentaries

BBH February 2020 commentaries.

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Mar 12, 2020 Research Alliance Will the U.S. Enter a Recession?—Thornburg

Nancy Lazar, head of economic research and founding partner at Cornerstone Macro, gives her 2020 U.S. economic forecast in this quick Q&A

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Mar 11, 2020 Research Alliance Value Investing With Legends Podcast featuring David Samra—Artisan Partners

International Value team portfolio manager David Samra discusses his career and the past, present and future of value investing.

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Mar 10, 2020 Research Alliance On Coronavirus and Volatility in Equities and Bond Markets—Thornburg

COVID-19 and the socio-political responses to it present an opportunity for both market timers, those who try and trade around the shifts in market direction, and long-term investors.

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Mar 10, 2020 Research Alliance The Butterfly Effect—Guggenheim Investments

The market is waking up to not just the viral contagion of coronavirus, but also to financial, economic, and geopolitical contagion.

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Mar 02, 2020 Research Alliance Note to Clients: Markets Infected by Coronavirus—Guggenheim Investments

Portfolio positioning with coronavirus on the brink of pandemic.

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Feb 25, 2020 Research Alliance Market Selloff Goes Viral, Injecting More Value into Prices—Thornburg

Coronavirus-induced market volatility is another in a long string of blows to the global economic recovery. But investors should look through the disruptions for free-cash-flow generative companies with healthy balance sheets and resilient, if not robust earnings.

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