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

Oct 16, 2019 Research Alliance How Low Can Rates Go?—Osterweis Capital Management

The fixed income market benefited in the third quarter as both global growth fears and the trade dispute continued to drive uncertainty in financial markets.

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Oct 16, 2019 Interview with Evermore’s David Marcus: Special Situation Opportunities in Europe

On September 10, 2019, Litman Gregory's Rajat Jain interviewed David Marcus, portfolio manager of Evermore Global Value (EVGIX), who has invested in Europe for over 30 years. Marcus covered recent conversations with European corporate management and provided examples of companies that can thrive despite the current malaise on the continent.

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Oct 15, 2019 Research Alliance When Evaluating Venture-Backed IPOs, Patience Is a Virtue—Osterweis

The venture capital industry has created a robust pipeline of new public companies, but Jim Callinan believes discipline is the key to finding the best opportunities.

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Oct 03, 2019 Research Alliance Muni Bonds: Red Flags to Navigate—Thornburg

Risks are rising in the muni bond market.

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Oct 02, 2019 Research Alliance Drilling into Oil Market Investing after the Attack on Saudi Arabia—Thornburg

Longer-term investors should focus on an energy company’s structural advantages in terms of asset-base quality, operational efficiency and financial discipline, not the price of oil and gas.

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Oct 01, 2019 Research Alliance What’s Driving the Market Rotation from Growth to Value?—Thornburg

A rising Treasury yield amid better economic data, easing macro risk and a few more monetary injections may be spurring the rotation. Corroborating, so far, a “mid-cycle adjustment”?

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Sep 18, 2019 Research Alliance Forecasting the Next Recession: Will Rate Cuts Be Enough?—Guggenheim Investments

History shows that once our recession forecast model reaches current levels, aggressive policy can delay recession, but not avoid it.

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Sep 12, 2019 Research Alliance Actionable Insights From Alternative Data—Artisan Partners

How do alternative data sources enhance the Artisan Partners Credit Team’s research efforts? Founding portfolio manager Bryan Krug and team uncover insights from nontraditional data to narrow the opportunity set and identify potential investments.

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Sep 10, 2019 Research Alliance A Case For International Small-Caps—Artisan Partners

Investors may be overlooking the substantial universe of international small-cap stocks—an asset class that has historically provided attractive risk-adjusted returns, faster growth potential and diversification benefits. In addition, in this less-efficient market, active managers have increased opportunity to generate value-added results.

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Sep 10, 2019 Research Alliance Aligned Incentives: Our Key to Navigating the Diverse High Yield Market—Osterweis

In our experience, family-owned private firms and small-to-medium sized public companies are most likely to borrow responsibly and prioritize bondholders ahead of other investors.

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