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

May 16, 2018 Research Alliance Fixed-Income Outlook: Second Quarter 2018—Guggenheim Investments

As we approach the turn in the credit cycle, our portfolio managers have been shortening portfolio duration, opportunistically moving up in credit, and maintaining a reasonable liquidity buffer for picking up undervalued credits in periods of market weakness.

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May 14, 2018 Research Alliance A More Demanding Powell Put to Test EM’s Strengthened Mettle—Thornburg

The Fed chair makes clear the bar for slowing monetary tightening is higher nowadays and argues emerging markets are much better positioned to handle higher U.S. yields than they were before.

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May 10, 2018 Litman Gregory First Quarter 2018 Research Q&A

Each quarter, we address questions from clients and advisors about our investment views, long-term strategy, and current positioning. Below, we discuss some of the key topics coming out of the first quarter: tariffs and trade wars, portfolio positioning, investing new client money in a volatile market, and more.

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May 09, 2018 Research Alliance Is the VIX Rigged?—Parametric Portfolio Associates

Is the VIX really vapor? Here's the rub: The media has been abuzz about the strange things going on with Cboe's long-relied-on volatility index, but it doesn't necessarily point to anything nefarious. In this blog post, we mute the murmurs and delve into the data.

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May 09, 2018 Research Alliance Updating Our Outlook for Recession Timing—Guggenheim Investments

In this update to our recession forecast, our Recession Dashboard and Recession Probability Model suggest a recession is still likely to begin sometime in late 2019 to mid-2020.

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May 07, 2018 Research Alliance The Upside of Munis’ Down Market—Thornburg Investment Management

Bond supply is plummeting, but so is demand. And rates are rising. Where are the silver linings?

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May 04, 2018 Research Alliance The Challenge for Markets Now is Repricing Risks—Thornburg Investment Management

Investors are right to be optimistic about the global economy, but need to accept that volatility will be part of the ride, says Global Fixed Income Portfolio Manager Jeff Klingelhofer.

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May 03, 2018 Research Alliance Warren Buffett’s Hedge-Fund Bet: Understanding the After-Tax Effect—Parametric Portfolio Associates

How does the bet look when you factor in taxes?

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Apr 27, 2018 Research Alliance 10-Year Treasury Yield Upshifts Past 3% ... —Thornburg Investment Management

Stocks slide on rising rates and yield curve inversion concerns, but a recession doesn't look likely, judging by other economic data and the high-yield bond market.

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Apr 26, 2018 Research Alliance China in a Bull Shop? Single-Country Concentration’s Risks to Your Portfolio—Parametric Portfolio Associates

Our latest blog post looks at the distorting effect one country is having on the emerging-market index.

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