Research

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.

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

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.

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

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

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.

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.

Portfolio positioning with coronavirus on the brink of pandemic.

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

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