HOME     Research   Fixed-Income

Fixed-Income

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

Aug 28, 2019 Research Alliance Late Inning Relief for High Yield—WisdomTree

Kevin Flanagan and Brendan Loftus discuss how to avoid volatility risk while preserving the potential to earn higher levels of income and participate in a growing part of the economy.

Read more
Aug 27, 2019 Research Alliance What Might Pop the Bond Bubble?—WisdomTree

On last week’s episode of “Behind the Markets”, Jeremy Schwartz spoke with Dave Donabedian, chief investment officer for CIBC Private Wealth Management and Kevin Muir, market strategist for East West Investment Management.

Read more
Aug 26, 2019 Research Alliance What Is the Highest-Yielding Treasury Security?—WisdomTree

The rally in the U.S. Treasury market has created a rather interesting investment backdrop. Recent market events have left investors with some important decisions to make in their fixed income portfolios. Kevin Flanagan helps investors with their decision process.

Read more
Aug 26, 2019 Research Alliance Fixed-Income Outlook: Third Quarter 2019—Guggenheim Investments

Credit spreads could get tighter in this liquidity-driven rally, but history has shown that the potential for widening from here is much greater.

Read more
Aug 22, 2019 Research Alliance 5-Year Anniversary—Artisan High Income Fund

Artisan High Income Fund celebrated its five-year anniversary in March 2019. Founding portfolio manager Bryan Krug reflects on the portfolio’s last five years and offers insights into the team’s differentiated approach.

Read more
Aug 21, 2019 Research Alliance Don’t Know Much About History—WisdomTree

The last two weeks in “bond land” have been extraordinary. Kevin Flanagan provides his perspective on the latest inverted yield curve hysteria through comparison of the last UST 2s/10s inversion from December 2005–June 2007 to the current episode.

Read more
Aug 20, 2019 The Minutes: August 15, 2019

Notes from Litman Gregory's internal Research meeting held August 15, 2019.

Read more
Aug 15, 2019 Research Alliance Investment-Grade Credit Report: An Impressive First Half—Osterweis

According to John Sheehan, accommodative Fed policy and favorable market technicals drove the investment grade credit market’s strong start to 2019.

Read more
Aug 14, 2019 Research Alliance Pump It Up —WisdomTree

Kevin Flanagan advocates a time-tested fixed-income solution that does not require a “call” on where interest rates may be headed: the barbell strategy.

Read more
Aug 12, 2019 Research Alliance Rethinking Your Income Strategy?—Thornburg

In an era of low interest rates, the right equity dividend strategy can provide the income and total return that investors seek.

Read more

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.