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

Jan 15, 2020 Research Alliance Extracting Income Opportunities from Volatility—Parametric

The U.S. equity income market could be in for a wild ride in 2020. Learn how exposure diversification may help your portfolio weather the coming storm.

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Jan 14, 2020 Research Alliance Which Chinese Stocks Offer Shelter in Trade and Hong Kong Storms?—Thornburg

China’s GDP is changing and creating new investment opportunities. Thornburg Fund Manager Lei Wang on which Chinese stocks should weather market turbulence, the market implications of the political turmoil in Hong Kong and prospects for European equities.

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Jan 14, 2020 Research Alliance 2020 Investment Outlook: More Questions Than Answers—Parametric Portfolio Associates

Will the New Year bring challenges or opportunities for investors? Yes. Find out more in our 2020 investment outlook.

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Jan 10, 2020 Research Alliance The 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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Jan 08, 2020 Research Alliance Negative Rates in the U.S.? We Don’t Think So—Osterweis Capital Management

Although trillions of dollars of global debt currently “pays” negative yields, according to Eddy Vataru, the size and supply/demand dynamics of the U.S. mortgage market will keep domestic rates positive for the foreseeable future.

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Dec 31, 2019 Loomis Sayles Bond Fund Snapshot

This Loomis Sayles Bond fund snapshot contains a summary of key information, including the performance history, the investment philosophy and process, and Litman Gregory's analysis and opinion.

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Dec 31, 2019 Tax Trading for Clients: Harder Than It Looks

Tax time and the increased volatility recently are reminders that each year there are likely opportunities in our clients’ portfolios to harvest losses, especially intrayear.

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Dec 26, 2019 The Fed's Sugar High—A Conversation with Guggenheim's Scott Minerd

At our Investment Forum, held November 2019, Litman Gregory senior research analyst Jack Chee interviewed Guggenheim Global CIO Scott Minerd. Their conversation touched on Guggenheim's investing approach, recession risk, the corporate bond market, the trade war, and even immigration.

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Dec 10, 2019 Alcentra’s Leland Hart: No Signs of the Apocalypse

On November 13, we held a call with Alcentra's Leland Hart to discuss the loan market and BNY Mellon Floating Rate Income. He says no signs of the apocalypse in the loan market ... except for investor behavior.

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Nov 05, 2019 Research Alliance The Risk Mitigation Advantage in Active Fixed-Income Management—Guggenheim Investments

Why active has the potential to outperform passive in fixed income.

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