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

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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Jul 27, 2017 Research Alliance Ignore the Cassandra Chorus, Rates Won’t Skyrocket—Guggenheim Investments

As pundits point to the recent market selloff as proof rates are about to skyrocket, it is wise to step back and grasp the big picture.

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Jul 26, 2017 Research Alliance On Chaos, Butterflies, and Robustness—Thornburg Investment Management

Robust portfolios that have the greatest probability of performing across various macro outcomes can effectively mitigate and navigate the unpredictable twists and turns of dynamic markets and economies.

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Jul 24, 2017 Research Alliance Breaking Down the Presumed Correlation Between Commodities, Emerging Markets—Thornburg Investment Management

The performance divergence of emerging-market stocks and commodities reflects improved earnings quality, valuations, and changes in the index.

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Jul 21, 2017 Research Alliance Osterweis Capital Management Second Quarter 2017 Fixed-Income Outlook

In this slow growth, low inflation environment, we prefer economic sensitivity to interest rate sensitivity. We favor shorter duration and continue to add convertible exposure when we find compelling value.

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Jul 20, 2017 Second Quarter 2017 Research Call Replay

This is a replay of our second quarter 2017 Litman Gregory research team webcast, held July 20, 2017. Topics covered (among others): U.S. stock valuations, portfolio allocations, managed futures, and socially conscious investing.

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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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