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

Mar 17, 2020 Research Alliance It’s Not Easy Being a Green Muni—Thornburg

Municipal bonds don’t always show their true color.

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Mar 17, 2020 Research Alliance Can the Benefits of Corporate Ladders Outclimb Market Volatility?—Parametric

Does market volatility mean vulnerability for portfolio owners with investment-grade corporate bonds? Find out why corporate laddered bonds can thrive—no matter the market cycle.

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Mar 16, 2020 Research Alliance Note to Clients: Meeting An Historic Challenge—Guggenheim Investments

Tonight, we stand at the precipice of an historic challenge. Nothing in our collective experience compares to the circumstances that we now face.

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Mar 16, 2020 Research Alliance Capital Preservation Amid a Time of Crisis—BBH

Significant challenges stand in front of the municipal market. While the true human and economic tolls of COVID-19 will unfold over time, the muni market has wasted no time responding.

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Mar 16, 2020 Research Alliance Wash Sales: Why They Happen and How We Minimize Their Impact—Parametric

This paper covers why wash sales occur in accounts, their impact on portfolios, and how to minimize violations.

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Mar 13, 2020 Research Alliance What to Do in a Downturn? Keep Calm and Harvest Losses—Parametric

As equity markets catch a nasty case of the coronavirus, what’s an investor to do? Four things to focus on amid the downturn.

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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 CEO Update: Thornburg’s Approach to Markets Roiled by COVID-19—Thornburg

Thornburg CEO Jason Brady provides an update on how Thornburg is managing risks and opportunities created by the turbulent market.

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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 To Capture the Volatility Risk Premium, Patience Is a Virtue—Parametric

If you have the patience, the odds for a strong volatility risk premium in 2020 are in your favor.

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