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

Sep 20, 2017 Research Alliance Investing In EV Carmakers and Supply Chains?—Thornburg Investment Management

Future growth projections for electric vehicles vary dramatically, but all reflect real opportunities for fundamentals-focused investors surveying the links in supply and production chains.

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Sep 19, 2017 Research Alliance How this Bull Market Will End—OppenheimerFunds

This secular bull market—the least loved in memory—is now more than 100 months old, and up by 265% from its bottom on March 9, 2009. It is also the second-longest bull market on record (after the 1990s’ dot-com boom) and fourth largest in terms of market advance.

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Sep 13, 2017 Research Alliance "The Road Ahead for Emerging Markets" Webinar Replay—OppenheimerFunds

Hear insights from Justin Leverenz, Director of Emerging Markets Equities, Portfolio Manager, on emerging-market equities.

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Sep 12, 2017 Research Alliance Fixed-Income Outlook: The Best Offense Is a Good Defense—Guggenheim Investments

As concerns mount that the market has become vulnerable to near-term shocks, we remain committed to reducing credit risk and spread duration.

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Sep 12, 2017 Research Alliance 10 Things You Should Know About Emerging Market Stocks—OppenheimerFunds

In this paper, we present 10 factors supporting the rotation to emerging-market equities.

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Sep 12, 2017 Research Alliance A Long/Short Bridge Between Stocks and Bonds—Thornburg Investment Management

Frothy stocks and well bid bonds can undercut portfolio performance if rates move higher, though long/short equity strategies can support long-run returns.

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Aug 31, 2017 Research Alliance As Perceived Risks Rise, Limited-Term U.S. Government Funds Offer Shelter—Thornburg Investment Management

Select short-term government bond funds offer minimal risk and some income as higher-risk assets get frothy and tail risks loom.

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Aug 30, 2017 Research Alliance Yes, ADRs Do Carry Foreign Currency Risks—Thornburg Investment Management

Prices of American depositary receipts reflect both a foreign firm’s locally traded share price and the exchange rate movements of its home country’s currency against the dollar.

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Aug 25, 2017 Research Alliance Opportunities in International Investing—Thornburg Investment Management

Attractive conditions in overseas markets continue to spark opportunities for active investors, according to several international growth, value, and ESG investment team members.

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Aug 24, 2017 Research Alliance View from the Global Fixed-Income Team—Thornburg Investment Management

Portfolio manager Jeff Klingelhofer, CFA, on the stock versus bond disconnect, consumer debt, and corporate balance sheets.

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