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

Jan 27, 2020 Research Alliance The Economic Incentives of Climate Change—Guggenheim Investments

Realistic practical solutions must become the primary focus of climate change debate.

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Jan 23, 2020 Research Alliance Osterweis Capital Management Fourth Quarter 2019 Equity Outlook

The key question for 2020 and beyond is whether inflation can overcome the dampening effects of continuous technological innovation and demographics and at long last accelerate.

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Jan 23, 2020 Fourth Quarter 2019 Research Webinar Replay

Listen to a replay of our fourth quarter 2019 Litman Gregory research team webinar. Topics covered (among others): investment challenges, municipal bonds, U.S. and European stock valuations, value vs. growth, and small vs. large.

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Jan 23, 2020 Research Alliance 2020 Investment Grade Credit Outlook: Take a Scalpel, Not an Axe—Osterweis Capital Management

According to John Sheehan, the market is unlikely to repeat itself in 2020.

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Jan 22, 2020 Research Alliance Despite “Phase One,” U.S.-China Trade Dispute Likely to Linger—Thornburg

As “strategic competitors,” bilateral friction won’t go away anytime soon, but extensive economic integration and shared interests should facilitate longer-term accords and investment.

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Jan 22, 2020 Research Alliance Securitized Fixed Income: A Potent Shield Against ESG Risk—BBH

Securitized assets make up over a quarter of the U.S. fixed-income market, yet are an often overlooked opportunity for enhancing risk-adjusted yield while managing environmental, social, and governance (ESG) exposure in a fixed-income portfolio.

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Jan 21, 2020 Research Alliance Global Central Banks Fueling a Ponzi Market—Guggenheim Investments

Even though central bank easing has put off recession until 2021 or perhaps 2022, ultimately we will reach a tipping point when investors will awaken to the rising tide of defaults and downgrades.

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Jan 21, 2020 Research Alliance Top Ten Reasons Emerging Markets Poised to Rally in 2020—Thornburg

After false starts in the last few years, we believe emerging markets are set to deliver strong performance in the year to come, thanks to accelerating and broad-based drivers.

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Jan 16, 2020 Research Alliance ESG Investor Seeks Connection. Muni Bonds, Please Apply.—Thornburg

Municipal bonds deserve more attention from ESG investors.

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Jan 16, 2020 Research Alliance Roll with the Punches of Rising Interest Rates—Parametric Portfolio Associates

This paper explores the impact of rising interest rates and how adopting a laddered portfolio structure may help investors roll with the punches of rising rates without feeling the lasting effects.

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