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

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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Jul 13, 2017 Research Alliance Osterweis Capital Management Second Quarter 2017 Fund Fact Sheets

Second quarter 2017 fund fact sheets from Osterweis Capital Management.

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Jul 10, 2017 Research Alliance Misperceiving Risk and Pricing for Perception—Thornburg Investment Management

Low Treasury yields and high equity prices aren’t necessarily contradictory. Both suggest expectations of continued unexciting growth, low inflation, and a steady Federal Reserve. What could go wrong?

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Jul 07, 2017 Research Alliance The Real Risk is No Perceived Risk—Thornburg Investment Management

Global Fixed Income portfolio manager Jeff Klingelhofer, CFA, offers his unique take on the current divergence between equity and bond markets and future implications for market participants.

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Jul 06, 2017 Research Alliance Does It Make Sense that Both Stock and Core Bond Prices are Higher This Year?

Both stocks and bonds have performed well so far this year. Bonds seem to be responding largely to recent declines in inflation (inflation is the enemy of bondholders), while stock investors have had plenty of reasons to propel prices higher, including tame but near-target inflation. We don't see this current state as sustainable for very long—something has to give.

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