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

Dec 01, 2017 Research Alliance Emerging Markets: The Changing Dynamics—Artisan Partners

Throughout our 20 years of investing in emerging markets, we have seen significant changes in leadership across individual companies, sectors, and countries, which continue providing attractive investment opportunities for long-term investors.

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Nov 29, 2017 Research Alliance Forecasting the Next Recession—Guggenheim Investments

Predicting recessions well in advance is notoriously difficult, but we believe our Recession Dashboard and Recession Probability Model make it possible to get an early read on when the next recession will begin by analyzing the late-cycle behavior of several key economic and market indicators.

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Nov 22, 2017 Research Alliance A Megatrend is Underway—Thornburg Investment Management

Lately, investors have been focused on headlines about China’s twice-a-decade congress reshuffling, looking for signs of leadership changes to come in the world’s second-largest economy. But a different kind of leadership change in China is well underway—and investors should take note.

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Nov 21, 2017 Research Alliance Making Sense of the Currency Effect in Foreign Equities Investing—Thornburg Investment Management

U.S. investors in international markets would be well advised to understand the impact that currency fluctuations have on their international portfolio.

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Nov 20, 2017 Research Alliance From China's New Growth Drivers to Europe's Opportunities Beneath the Headlines—Thornburg Investment Management

China’s economic rebalancing is happening at breakneck speed.

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Nov 16, 2017 Research Alliance Fixed-Income Outlook Video—Guggenheim Investments

In the video companion to our Fourth Quarter 2017 Fixed-Income Outlook, portfolio manager Steve Brown and Maria Giraldo, a Director in the Macroeconomic and Investment Research Group, explain why we still favor defensive positioning given limited potential upside for risk assets.

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Nov 15, 2017 Research Alliance Opportunity and Risk in an Unprecedented Market—Guggenheim Investments

Chairman of Investments and Global CIO Scott Minerd joins WealthTrack’s Consuelo Mack for an in-depth discussion on investing in a market distorted by unorthodox monetary policy and vulnerabilities to near-term shocks.

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Nov 15, 2017 Research Alliance Tax Legislation: What You Need to Know About FIFO—Parametric Portfolio Associates

While all the provisions are still being debated, we think this tax proposal highlights the importance of a systematic tax-management approach all year long. Read our latest post to get caught up on what we know so far, why we think it's happening now, and what it could mean for the future of tax management.

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Nov 14, 2017 Research Alliance Guggenheim Investments Fourth Quarter 2017 Fixed-Income Outlook

Investors today are simply not being compensated for the risks they are taking. The question now is how to generate yield without taking on undue interest-rate or credit risk.

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Nov 14, 2017 Research Alliance China's Slow Recovery from Debt Hangover Begins—Thornburg Investment Management

Growth in the country's corporate debt load has finally leveled off this year as financial conditions and regulatory oversight tighten. That's good. But rebounding returns on incremental assets and common equity are even better.

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