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

Aug 17, 2017 Research Alliance North Korea, U.S. Rhetoric Rattle Markets, But Investors Should Ignore the Noise—Thornburg Investment Management

Unsettling saber-rattling pushed global equities lower, creating better entry points on select stocks.

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Aug 11, 2017 Research Alliance “Death by Amazon” a Real, Though Not Indiscriminate Threat—Thornburg Investment Management

Stocks of some innovative companies with differentiated business models may have been unfairly punished.

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Aug 09, 2017 Research Alliance Baron Funds Second Quarter 2017 Quarterly Report

Our latest quarterly report includes letters from Ron Baron and Linda Martinson and quarterly performance commentary from our portfolio managers and analysts on our funds.

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Aug 08, 2017 Research Alliance The Transition Away from Libor—Guggenheim Investments

Plans are afoot to establish a replacement for Libor beyond the FCA’s 2021 end date.

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Aug 08, 2017 Risk and Return … in Absolute Terms

GMO’s Jeremy Grantham has suggested higher valuations may be here to stay, but we tend to think about risk and return in absolute terms.

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Aug 07, 2017 Research Alliance Are Low Vol ETFs as Smart as They Sound?—Thornburg Investment Management

“Smart Beta” ETFs and their low-volatility ETF progeny may deliver a lower beta against their relevant benchmarks, but they’re not immune to bouts of volatility, and their returns frequently come up short.

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Aug 01, 2017 Research Alliance Opportunities in European Investing—Thornburg Investment Management

Portfolio manager Di Zhou talks the European Central Bank and Europe’s growth rebound, as well as the significance of MSCI’s incremental inclusion of Chinese A-shares in its emerging-market index.

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Aug 01, 2017 Research Alliance The Core Conundrum—Guggenheim Investments

The deep chasm between investors’ return targets and current market realities is creating a conundrum for core fixed-income investors.

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Jul 31, 2017 Research Alliance The ABCs of Asset-Backed Securities—Guggenheim Investments

Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.

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Jul 28, 2017 Research Alliance Fed Likely to Stay the Course—Guggenheim Investments

A tightening labor market and near-target inflation will keep the Federal Reserve on track even as fiscal policy sputters.

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