Research

The U.S. equity income market could be in for a wild ride in 2020. Learn how exposure diversification may help your portfolio weather the coming storm.

China’s GDP is changing and creating new investment opportunities. Thornburg Fund Manager Lei Wang on which Chinese stocks should weather market turbulence, the market implications of the political turmoil in Hong Kong and prospects for European equities.

Will the New Year bring challenges or opportunities for investors? Yes. Find out more in our 2020 investment outlook.

Investors may be overlooking the substantial universe of international small-cap stocks—an asset class that has historically provided attractive risk-adjusted returns, faster growth potential and diversification benefits. In addition, in this less-efficient market, active managers have increased opportunity to generate value-added results.

Although trillions of dollars of global debt currently “pays” negative yields, according to Eddy Vataru, the size and supply/demand dynamics of the U.S. mortgage market will keep domestic rates positive for the foreseeable future.

Positive screens include good companies, and negative ones exclude bad companies, right? Discover why they’re really just two sides of the same coin.

One of the key benefits of revenue bonds is their general insulation from the political process—something we especially appreciate today!

At our Investment Forum, held November 2019, Litman Gregory senior research analyst Jack Chee interviewed Guggenheim Global CIO Scott Minerd. Their conversation touched on Guggenheim's investing approach, recession risk, the corporate bond market, the trade war, and even immigration.

In all likelihood, the Fed has successfully staved off recession, but current spreads reflect just how little upside there is in credit.

Many investors are drawn to the closed-end fund universe as a source of income. In this paper we highlight how closed-end funds may lend themselves to this aim as well as some of the potential drawbacks.