HOME     Research


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

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.

Read more
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.

Read more
Aug 17, 2017 Research Alliance 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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more


Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.