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

Feb 02, 2018 Research Alliance Guggenheim Investments First Quarter 2018 High-Yield and Bank Loan Outlook

Senior Managing Director Tom Hauser and Head of Macroeconomic and Investment Research Brian Smedley examine the high-yield and bank loan market, and caution against eroding investor protections.

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Feb 01, 2018 Research Alliance Is Your Small-Cap Exposure Right for You?—Parametric Portfolio Associates

Is all small-cap exposure created the same? While both the S&P SmallCap 600 Index or the Russell 2000 Index seem like they offer the same exposures, they actually have distinct approaches and have notable, and consistent, performance differences.

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Jan 31, 2018 AdvisorIntelligence 360 Views Webinar Replay: What's Ahead for 2018

Here is a replay of our January 10 360 Views Webinar featuring Michael Kass, portfolio manager, Baron Funds; Maria Giraldo, CFA®, Director and Investment Strategist, Guggenheim; and Tushar Yadava, Vice President, iShares Investment Strategist, BlackRock.

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Jan 31, 2018 Research Alliance Baron Funds: What's Ahead for 2018 with Michael Kass

Baron Funds portfolio manager Michael Kass was a panelist at AdvisorIntelligence's latest 360 Views Webinar, on January 10, where he provided his 2018 market outlook and participated in a roundtable discussion. Here is a replay of the discussion.

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Jan 30, 2018 Research Alliance Is Cash Getting More Attractive?—Thornburg Investment Management

In today’s environment, CEO Jason Brady says cash is looking more attractive than it has in recent years and investors should look to steady cash-flow generating asset classes over volatile stocks.

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Jan 29, 2018 Litman Gregory Fourth Quarter 2017 Research Q&A

In this quarter's Research Q&A, we discuss inflation, a curve-steepening fixed-income scenario, the U.S. dollar’s valuation, the effect of rising rates on arbitrage, and the recent performance of major equity factors and styles.

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Jan 26, 2018 Research Alliance Will U.S. Tax Cuts Give "Bang for the Buck" on CapEx?—Thornburg

CEO Jason Brady says some companies might struggle to find new investment avenues in capital spending plans on CNBC Asia’s Squawk Box.

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Jan 25, 2018 Research Alliance Socially Responsible Investors Made Waves in 2017—Parametric Portfolio Associates

Interest in socially responsible investing was strong in 2017. What's next for 2018?

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Jan 25, 2018 Research Alliance Why Samsung Can Be an Apple of Investors’ Eyes—Thornburg

Samsung is no longer a stodgy conglomerate (or chaebol in Korea) that just makes consumer and industrial electronic devices and equipment, along with some home appliances. Its sales of semiconductor chips and panels account for nearly half of total revenues.

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Jan 24, 2018 Research Alliance Davos as Contra-Indicator—Guggenheim Investments

Euphoria at Davos may be a sign that the market melt up may soon begin to cool.

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