HOME     Research   Fixed-Income


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

Mar 21, 2019 Research Alliance Video: Q&A with Carl Kaufman and Eddy Vataru—Osterweis Capital Management

In this short interview, Carl Kaufman, our Co-CEO, asks Eddy Vataru, lead portfolio manager of our Total Return Fund (OSTRX), to share his views about the investment-grade fixed-income market, including the significance of an inverted yield curve, the state of the BBB sector, and the likely direction of interest rates.

Read more
Mar 20, 2019 Research Alliance Advisory Insights Winter 2019—Eaton Vance

Get the scoop on munis and more with our new Advisory Insights newsletter. Future editions and more insights will be published in late spring, summer and fall.

Read more
Mar 20, 2019 Research Alliance “March”ing Out Like a Lamb—WisdomTree

Is the Federal Reserve leaving March by “going out like a lamb?” Kevin Flanagan discusses the outcome of this week’s FOMC meeting.

Read more
Mar 18, 2019 Research Alliance Boosting Efficiency with Levered 60/40—WisdomTree

When most people think about leverage, they think about it through the lens of added risk. While that’s one view, Ben Tan explains how leverage can also act as a powerful tool for boosting the efficiency of portfolios, even during market volatility.

Read more
Mar 13, 2019 Research Alliance U.S. Econ Watch: Stubbing Your Toe—WisdomTree

There’s nothing like a paltry 20,000 gain in total nonfarm payrolls to get market participants talking. That is exactly what happened when the February jobs report was released last week. Kevin Flanagan debates whether this is the beginning of a new, weaker trend or merely like “stubbing your toe.”

Read more
Mar 07, 2019 Research Alliance Late-Cycle Drama Is Unfolding—Guggenheim Investments

Risk assets will likely enjoy another rally while the Fed stays on hold, but the pause will only allow excesses to become more pronounced.

Read more
Mar 06, 2019 Research Alliance U.S. Econ Watch: Searching for Clues—WisdomTree

After at least a month-long delay due to the government shutdown, fixed-income investors have finally been receiving economic data. Kevin Flanagan analyzes the Q4 GDP report.

Read more
Feb 22, 2019 Research Alliance Muni Bond Sales Surge as Issuers Ride Demand Wave—Thornburg

Caveat emptor: current technical supply and demand flows favor issuers more than buyers. But diligent, disciplined investors can always find attractively priced, fundamentally sound bonds.

Read more
Jan 30, 2019 Research Alliance Osterweis Strategic Income Fund Q4 2018 Advisor Teleconference Replay

If you missed the Osterweis Strategic Income Fund quarterly update teleconference, you can listen to the replay.

Read more
Jan 28, 2019 Research Alliance Not as BBBad as You’ve Heard—Osterweis Capital Management

BBB issuers have received a lot of bad press recently, but John Sheehan believes the perception is worse than the reality and that credit selection is key to finding good risk adjusted returns within the diverse BBB universe.

Read more


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