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

Feb 25, 2020 Research Alliance Adapting to a Changing Municipal Landscape—Parametric

This paper explores the reasons it’s important for investors to examine their tax-exempt allocation and how a professionally managed laddered approach to municipal bonds provides structure that can reduce risk and combat rising interest rates.

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Feb 25, 2020 Research Alliance Market Selloff Goes Viral, Injecting More Value into Prices—Thornburg

Coronavirus-induced market volatility is another in a long string of blows to the global economic recovery. But investors should look through the disruptions for free-cash-flow generative companies with healthy balance sheets and resilient, if not robust earnings.

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Feb 24, 2020 Research Alliance Where the 2020 Presidential Contenders Stand on Taxes—Parametric

With the possibility of a new president on the horizon, significant changes to the tax code may be on the way.

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Feb 21, 2020 Research Alliance Lights, Camera, Action: Direct Indexing Takes Center Stage—Parametric

Direct indexing has been called the next big thing in investing. Find out whether it’s right for your portfolio.

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Feb 20, 2020 Research Alliance Three Reasons to Hold On to Municipal Bonds in 2020—Parametric

Expect 2019’s positive conditions for municipal bonds to continue into 2020.

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Feb 18, 2020 Research Alliance Our ESG Journey—Artisan Partners

The Growth team shares its recently developed two-stage framework designed to incorporate ESG factors into the team’s investment process.

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Feb 17, 2020 Research Alliance Dissecting Dispersion: Uncovering Opportunities in a Bifurcated Market—Artisan Partners

Growing dispersion is an opportunity to strategically invest.

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Feb 14, 2020 Research Alliance The Search for Sustainable Growth—Artisan Partners

Artisan Partners Global Equity team discusses the attributes it seeks in potential investments in its endeavor to find companies that can sustain earnings growth over the long term.

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Feb 14, 2020 Research Alliance "Peace for Our Time"—Guggenheim Investments

The coronavirus is a looming economic problem.

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Feb 13, 2020 Research Alliance The Relative Value Case for Bank Loans Over High Yield—Guggenheim Investments

Loans present an opportunity to move up the capital structure with better spreads and yields than high-yield corporate bonds.

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