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Asset Class Research

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

Mar 27, 2020 Research Alliance Emerging Market Investors Bet on China—Parametric

Updates on the state of the financial markets. This week: Emerging market investors grab greenbacks and bet on China.

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Mar 25, 2020 Research Alliance For Municipal Bonds, Falling Prices and Rising Yields—Parametric

In municipal bonds, after a strong start to the year, early March brought dislocation from Treasuries amid a market-wide flight to safety as global health concerns continued to escalate.

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Mar 25, 2020 Research Alliance Market Update from Thornburg CEO—Thornburg

Amid the continued turmoil spawned by COVID-19, Thornburg President and CEO Jason Brady provides an update on how we are responding to market volatility.

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Mar 25, 2020 Research Alliance The Great Leverage Unwind—Guggenheim Investments

Funding and trading markets are not functioning well due to excessive leverage needing to be unwound in the financial system.

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Mar 24, 2020 Research Alliance Weighing the Decision Between Foreign Ordinaries and ADRs—Parametric

While ADRs are a convenient way to invest in foreign stocks, investors should be aware of imperfect coverage and mismatch of market trading hours.

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Mar 24, 2020 Research Alliance Gene Therapy: A Transformative Approach to Patient Care—Osterweis

Gene therapy is a revolutionary technology that addresses the root causes of genetic disorders, creating not only better patient outcomes but also compelling investment opportunities.

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Mar 23, 2020 Research Alliance Leaning into the Wind—BBH

Given the extraordinary turbulence in credit and equity markets over the last few weeks, we are writing you to provide an unusual mid-month update.

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Mar 23, 2020 Research Alliance Can Strategy Stability Outlast Market Volatility?—Parametric

Updates on the state of the corporate bond market. Today: Can strategy stability outlast market volatility?

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Mar 20, 2020 Research Alliance Special Edition: U.S. Fixed Income Market Update—BBH

BBH’s Fixed Income Product Specialist John Ackler discusses developments and opportunities we are uncovering in the U.S. fixed income markets amid the recent volatility.

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Mar 20, 2020 Research Alliance Value Is a Poor Timing Tool—Guggenheim Investments

Markets often overshoot, and just because things are cheap doesn’t mean they can’t get cheaper.

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