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

Dec 05, 2019 Research Alliance Municipal Bonds Continue Historic Run—Thornburg

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.

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Dec 04, 2019 Research Alliance The Bright Side of China’s Equities amid Trade War—Thornburg

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.

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Dec 03, 2019 Research Alliance Europe: Finding the Bright Spots—Thornburg

Look behind the clouds for promising investment opportunities.

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Nov 25, 2019 Research Alliance BBH Monthly Commentaries—October 2019

BBH monthly commentaries for October 2019.

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Nov 20, 2019 Research Alliance When Is a Muni Fund Like a Growth Fund?—Thornburg

Chasing the muni market may come back to bite you.

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Nov 12, 2019 Research Alliance Rising LNG Tide Changes How It’s Priced and Traded—Thornburg Investment Management

Supply and demand growth in liquefied gas benefits some producers more than others. For investors in U.S. upstream gas producers and Gulf Coast LNG infrastructure, caveat emptor.

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Nov 12, 2019 Research Alliance The Science and Art of Risk Management: Liquidity Risk—Guggenheim Investments

Good risk management leads to good decision making.

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Nov 15, 2019 Research Alliance Life after Libor: SOFR Takes Center Stage as the New Loan Benchmark—Eaton Vance

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).

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Nov 13, 2019 Research Alliance California Wildfires: Staying Ahead of Climate Risk in the Muni Market—Eaton Vance

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.

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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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