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

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 09, 2020 Research Alliance Lesson from Kraft Heinz Downgrade: Bondholders Beware—Osterweis

Kraft Heinz’s recent downgrade demonstrates that bondholders can no longer assume issuers are committed to maintaining their investment grade rating, and investors who are caught off guard will pay the price.

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Mar 09, 2020 Research Alliance Amid the Coronavirus Outbreak, Are Municipal Bonds Still a Safe Haven?—Parametric

In a time of equity market volatility, municipal bonds are doing what they’re supposed to do.

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Mar 04, 2020 Research Alliance An Unknown Risk in Bond Funds—Thornburg

Are CLOs making your bond fund a wolf in sheep’s clothing?

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Mar 03, 2020 Responsibly Finding Yield in Today’s World

At current levels in investment-grade and high-yield bond markets, we are cautious. Overall, though, Litman Gregory has been recommending that advisors should allocate part of their clients’ core bond exposure to flexible income strategies and specific higher-quality, liquid segments of the credit markets.

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Mar 03, 2020 Research Alliance Coronavirus Doesn’t Infect Emerging Markets’ Medium-term Outlook—Thornburg

Headlines about the COVID-19’s impact on global GDP growth and earnings are worrying, but longer-term drivers in emerging market earnings should predominate before long.

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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 27, 2020 Research Alliance Power in Numbers: Can Impact Investing Increase Shareholder Engagement in 2020?—Parametric

Find out how this form of active ownership could prove to be beneficial for public equities, investors, and society.

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Feb 26, 2020 Research Alliance A Mighty Wind: Will Economic Gusts Push the Commodity Market Through Uncertainty in 2020?—Parametric

The commodities market appears to be recovering, but will it continue to improve throughout 2020?

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