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

Oct 05, 2018 Research Alliance Doing the Math on Floating-Rate Loans—Eaton Vance

We believe the simple math supporting the case for loans is compelling today.

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Oct 04, 2018 Research Alliance Ariel Investments September 2018 Commentary

The global economic expansion has gone on for so long that people are wondering if the temporal peak is near, while speculating about the cause for the next decline. While one suspect—the rise in corporate debt—has been garnering more and more attention, we believe the bond bubble is one of the main reasons why the stock market has been pushing new highs and may cause its reversal.

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Oct 03, 2018 Research Alliance Getting to Know Asset-Backed Securities—American Century Investments

Even though asset-backed securities represent a small part of the overall securitized market, learn about why we believe this asset class offers potential diversification benefits and attractive risk-adjusted performance.

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Oct 02, 2018 Research Alliance Infographic: Midterm Elections 2018—Eaton Vance

As major US stock indexes hit new all-time highs, one of the key uncertainties is whether the House, the Senate, or both could flip to the Democrats.

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Oct 02, 2018 Research Alliance Who’s Afraid of an Emerging Markets Meltdown?—Thornburg Investment Management

Meaningful, consistent exposures to the asset class are key to capitalizing on the long-run double-digit returns.

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Oct 01, 2018 Research Alliance Investing in Sustainable Secular Trends in Innovation—Baron Funds

In “Investing in Sustainable Secular Trends in Innovation,” Baron Opportunity Fund portfolio manager Mike Lippert discusses his investment approach and examples of companies he believes are well positioned to capitalize on disruption and innovation across industries.

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Sep 24, 2018 Research Alliance Hazards of the Next Two Years—Guggenheim Investments

In this five-part video series, Brian Smedley, Head of Macroeconomic and Investment Research, discusses on Asset TV how investors can navigate a broad range of market risks as we approach the end of the current business cycle.

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Sep 23, 2018 Research Alliance Finding Growth in Unexpected Places: Cyclical Industries—Osterweis

Jim Callinan explores three firms from traditionally slow-growing cyclical industries that he believes are building businesses well-positioned to outperform the market.

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Sep 23, 2018 Research Alliance Beware High Yield’s Siren Song—Thornburg Investment Management

High-yield returns have been great lately, as technical flows, fundamental factors, and good economic growth align. But tight spreads, lofty net leverage, and event risk don’t make for smooth sailing ahead.

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Sep 23, 2018 Research Alliance Baron Emerging Markets Third Quarter 2018 Update Call Replay

In case you missed it, a replay of the most recent update with Michael Kass is available now.

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