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

Dec 18, 2019 Research Alliance Economic Perspectives: The Cycle, Policy, and Politics—Thornburg

In the latest episode of Economic Perspectives, Portfolio Manager, Jeff Klingelhofer, and Director of Client Portfolio Management, Josh Yafa, discuss key questions surrounding a mix of policy and election inputs and their effect on the economic cycle.

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Dec 17, 2019 Research Alliance A Slippery Slope: Hedge with Caution in a Volatile Market—Parametric

Hedging may seem like a safe bet, but does it pose a risk for investors? Learn why it’s important to approach equity hedging with caution in a volatile market.

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Dec 17, 2019 Research Alliance America’s Consumer, Today’s Fixed Income Hero?—Thornburg

When the going gets tough, look to the U.S. consumer.

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Dec 16, 2019 Research Alliance Maximizing Tax Benefits Through Charitable Giving—Parametric

Is there a better way for investors to donate to charity? Learn how to maximize a portfolio’s tax benefits—and increase the size of the gift—through charitable giving.

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Dec 13, 2019 Research Alliance Aggressive Tax-Loss Harvesting: An Opportunity to Reduce the Millionaire’s Tax—Parametric

Explore how aggressive tax-loss harvesting can soften the blow.

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Dec 13, 2019 Research Alliance The Transition Away from Libor—Guggenheim Investments

In this report, we provide an update on the global process, discuss the challenges that remain, and explain how Guggenheim is actively preparing itself and its clients’ portfolios.

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Dec 12, 2019 Research Alliance The Rise of Index Investing Still Spooks Some Investors. It Shouldn’t.—Parametric

Now that passive index investing has overtaken active management, learn why this might not be as scary for the industry as it may seem.

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Dec 10, 2019 Alcentra’s Leland Hart: No Signs of the Apocalypse

On November 13, we held a call with Alcentra's Leland Hart to discuss the loan market and BNY Mellon Floating Rate Income. He says no signs of the apocalypse in the loan market ... except for investor behavior.

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Dec 05, 2019 Research Alliance Municipal Bonds Continue Historic Run—Thornburg

Portfolio Manager Nick Venditti lays out what has been happening in the municipal bond market this year and the possible challenges facing this suddenly trendy asset class.

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Dec 04, 2019 Research Alliance The Bright Side of China’s Equities amid Trade War—Thornburg

China’s GDP is changing, and creating new investment opportunities. Thornburg PM Lei Wang discusses the outlook for Chinese stocks, the market implications of the political turmoil in Hong Kong and prospects for European equities.

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