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

Jul 17, 2017 Research Alliance Long Time Horizon Beats Market Timing with Emerging-Market Stocks—Thornburg Investment Management

Emerging-market stocks have doubled since their January 2016 low, prompting questions about the outlook.

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Jul 13, 2017 Research Alliance Hunting Profit Cycles—Artisan Partners

Portfolio manager Matt Kamm discusses how the team takes a scientific approach to unearthing compelling profit cycles.

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Jul 13, 2017 Research Alliance Osterweis Capital Management Second Quarter 2017 Fund Fact Sheets

Second quarter 2017 fund fact sheets from Osterweis Capital Management.

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Jul 12, 2017 Research Alliance Embracing Volatility—Artisan Partners

Portfolio manager Jim Hamel discusses how the Growth team approaches market volatility.

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Jul 10, 2017 Research Alliance Misperceiving Risk and Pricing for Perception—Thornburg Investment Management

Low Treasury yields and high equity prices aren’t necessarily contradictory. Both suggest expectations of continued unexciting growth, low inflation, and a steady Federal Reserve. What could go wrong?

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Jul 07, 2017 Research Alliance The Real Risk is No Perceived Risk—Thornburg Investment Management

Global Fixed Income portfolio manager Jeff Klingelhofer, CFA, offers his unique take on the current divergence between equity and bond markets and future implications for market participants.

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Jul 06, 2017 Research Alliance Does It Make Sense that Both Stock and Core Bond Prices are Higher This Year?

Both stocks and bonds have performed well so far this year. Bonds seem to be responding largely to recent declines in inflation (inflation is the enemy of bondholders), while stock investors have had plenty of reasons to propel prices higher, including tame but near-target inflation. We don't see this current state as sustainable for very long—something has to give.

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Jul 06, 2017 Research Alliance Rally in Emerging-Market Equities Peaking, or Just Beginning?—Thornburg Investment Management

Wondering if you've missed the opportunity to establish or build exposure to the asset class? It appears the cycle tailwinds lifting developing-country stocks have just begun.

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Jul 06, 2017 Litman Gregory Second Quarter 2017 Investment Commentary

In this quarter’s commentary, we discuss the relative calmness of financial markets despite significant geopolitical uncertainty, the strong performance of both risky assets (stocks) and defensive assets (bonds), and recent market trends favoring our foreign stock investments.

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Jul 05, 2017 Research Alliance Bank Loans Beat High-Yield Amid Rising Rates? Don’t Bank on It—Thornburg Investment Management

The conventional wisdom about bank loans' interest rate protection and security needs a credit check.

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