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

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 17, 2018 Research Alliance Global Perspectives—Thornburg Investment Management

If the efficient markets hypothesis is questionable at the stock level, it’s more so at the index level. As the number of indices skyrockets, the number of companies declines, and passive flows grow, active price discovery becomes more and more valuable.

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Sep 14, 2018 Research Alliance Muni Floating-Rate Notes and Rising Rates—Eaton Vance

In this post, we'll discuss why municipal floating-rate notes—an often-overlooked part of the market—may be an attractive option for investors thinking about how to earn income while also protecting themselves against rising rates.

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Sep 13, 2018 Research Alliance Munis a Bright Spot in Fixed Income—Thornburg Investment Management

Portfolio manager Chris Ryon says municipal bond outperformance has been a bright spot versus other fixed-income asset classes, which have been impacted by this year's interest rate volatility.

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Sep 13, 2018 Research Alliance Is High Tracking Error a Bad Thing?—Parametric Portfolio Associates

What is tracking error, and is high tracking error always bad? Find out how the formula works and why the degree of acceptable tracking error is a personal choice.

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Sep 13, 2018 Research Alliance The Digital Payments Revolution—Artisan Partners

A discussion with Artisan Partners Growth Team portfolio managers Jim Hamel, Jason White, Matt Kamm, and Craigh Cepukenas.

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Sep 13, 2018 Research Alliance This Choppier Environment Isn’t a New Normal, It’s the Normal Normal—American Century Investments

Interest rates, inflation, political turmoil, higher energy prices, and a potential trade war are bringing volatility back to more normal rates.

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Sep 07, 2018 Research Alliance Yields Might Be Stagnant, but Income Doesn't Have to Be—Wells Fargo Asset Management

The search for income in today's yield-starved world has created new opportunities and balanced out the risks.

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