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

Aug 31, 2017 Research Alliance As Perceived Risks Rise, Limited-Term U.S. Government Funds Offer Shelter—Thornburg Investment Management

Select short-term government bond funds offer minimal risk and some income as higher-risk assets get frothy and tail risks loom.

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Aug 24, 2017 Research Alliance View from the Global Fixed-Income Team—Thornburg Investment Management

Portfolio manager Jeff Klingelhofer, CFA, on the stock versus bond disconnect, consumer debt, and corporate balance sheets.

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Aug 17, 2017 Research Alliance The Best Offense Is a Good Defense—Guggenheim Investments

As concerns mount that the market has become vulnerable to near-term shocks, we remain committed to reducing credit risk and spread duration.

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Aug 08, 2017 Research Alliance The Transition Away from Libor—Guggenheim Investments

Plans are afoot to establish a replacement for Libor beyond the FCA’s 2021 end date.

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Aug 01, 2017 Research Alliance The Core Conundrum—Guggenheim Investments

The deep chasm between investors’ return targets and current market realities is creating a conundrum for core fixed-income investors.

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Jul 31, 2017 Research Alliance The ABCs of Asset-Backed Securities—Guggenheim Investments

Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.

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Jul 21, 2017 Research Alliance Osterweis Capital Management Second Quarter 2017 Fixed-Income Outlook

In this slow growth, low inflation environment, we prefer economic sensitivity to interest rate sensitivity. We favor shorter duration and continue to add convertible exposure when we find compelling value.

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Jul 13, 2017 Research Alliance Osterweis Capital Management Second Quarter 2017 Fund Fact Sheets

Second quarter 2017 fund fact sheets from Osterweis Capital Management.

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Jul 06, 2017 Research Alliance Does It Make Sense that Both Stock and Core Bond Prices are Higher This Year?

Both stocks and bonds have performed well so far this year. Bonds seem to be responding largely to recent declines in inflation (inflation is the enemy of bondholders), while stock investors have had plenty of reasons to propel prices higher, including tame but near-target inflation. We don't see this current state as sustainable for very long—something has to give.

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Jul 05, 2017 Research Alliance Bank Loans Beat High-Yield Amid Rising Rates? Don’t Bank on It—Thornburg Investment Management

The conventional wisdom about bank loans' interest rate protection and security needs a credit check.

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