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

Jul 25, 2018 Research Alliance "Nothing Matters but the Facts!"—Osterweis Capital Management

To paraphrase the fabled French inspector Jacques Clouseau: Nothing matters but the facts! Without them investing is nothing more than a guessing game!

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Jul 23, 2018 Research Alliance Inflation Continues to Climb: We Expect Rates to Follow—Osterweis Capital Management

With or without a trade war, inflation continues to grind higher and interest rates are likely to follow.

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Jul 19, 2018 Research Alliance Late-Cycle Boost and Boom—Guggenheim Investments

Investors should stay guarded for exogenous shocks that could pull the next recession forward and cause markets to reprice credit risk.

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Jul 10, 2018 Research Alliance Solving the Core Fixed-Income Conundrum Video—Guggenheim Investments

Anne Walsh, Chief Investment Officer for Fixed Income, shares insights on the fixed-income market and explains the Guggenheim approach to solving the Core Conundrum.

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Jul 09, 2018 Research Alliance Solving the Core Fixed-Income Conundrum—Guggenheim Investments

Shortening duration, maintaining an investment-grade portfolio, and generating attractive yields do not have to be competing investment objectives for core fixed-income investors.

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May 10, 2018 Litman Gregory First Quarter 2018 Research Q&A

Each quarter, we address questions from clients and advisors about our investment views, long-term strategy, and current positioning. Below, we discuss some of the key topics coming out of the first quarter: tariffs and trade wars, portfolio positioning, investing new client money in a volatile market, and more.

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Apr 24, 2018 Research Alliance First Quarter 2018 Strategic Income Outlook—Osterweis Capital Management

We believe there is enough evidence to support a growing economy for the next several years.

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Apr 12, 2018 Research Alliance Guggenheim Investments Second Quarter 2018 High-Yield and Bank Loan Outlook

Benign conditions support near-term value in credit, but default rates will rise as the Federal Reserve tightens further and corporate debt levels continue to grow.

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Feb 21, 2018 Research Alliance Walking the Risk Tightrope—Guggenheim Investments

Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.

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Feb 02, 2018 Research Alliance Guggenheim Investments First Quarter 2018 High-Yield and Bank Loan Outlook

Senior Managing Director Tom Hauser and Head of Macroeconomic and Investment Research Brian Smedley examine the high-yield and bank loan market, and caution against eroding investor protections.

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