Asset Class Research

In this report, we provide an update on the global process, discuss the challenges that remain, and explain how Guggenheim is actively preparing itself and its clients’ portfolios.

Now that passive index investing has overtaken active management, learn why this might not be as scary for the industry as it may seem.

Portfolio Manager Nick Venditti lays out what has been happening in the municipal bond market this year and the possible challenges facing this suddenly trendy asset class.

China’s GDP is changing, and creating new investment opportunities. Thornburg PM Lei Wang discusses the outlook for Chinese stocks, the market implications of the political turmoil in Hong Kong and prospects for European equities.

Look behind the clouds for promising investment opportunities.

BBH monthly commentaries for October 2019.

Chasing the muni market may come back to bite you.

EVM’s Andrew Sveen and Chris Remington discuss the impact of the not-too-distant transition from Libor to the Secured Overnight Finance Rate (SOFR).

EVM’s Bill Delahunty and Lauren Kashmanian discuss how incorporating climate risk in the credit evaluation process for state and local issuers is increasingly important for muni investors.

Our unrivaled Monthly Market Monitor provides a concise review of economic and asset class data through clear, impactful charts and views. Use it to guide your investing discussions and gain greater understanding of the global financial markets.