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

May 31, 2018 Research Alliance Portfolio Allocation When Safe Havens Get Stormy—Thornburg

High-quality bonds and defensive stocks are on the ropes. And U.S. blue-chips look poised to roll over, if history is any guide. But what if it isn’t?

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May 29, 2018 Research Alliance Rising Rates, Increasing Inflation, ... for Municipal Bond Portfolios—Thornburg

After the worst first quarter performance in 22 years for the municipal bond market, portfolio manager Nick Venditti explains where muni fixed-income investors should go from here.

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May 17, 2018 Research Alliance Bumps in The Road? Curve Inversions, Bond Vigilantes and China—Thornburg

Global fixed-income portfolio manager Jeff Klingelhofer, CFA, discusses an inverted yield curve, potential resurgence of bond vigilantes, and talk of a Chinese sale of U.S. Treasurys.

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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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May 07, 2018 Research Alliance The Upside of Munis’ Down Market—Thornburg Investment Management

Bond supply is plummeting, but so is demand. And rates are rising. Where are the silver linings?

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Apr 27, 2018 Research Alliance 10-Year Treasury Yield Upshifts Past 3% ... —Thornburg Investment Management

Stocks slide on rising rates and yield curve inversion concerns, but a recession doesn't look likely, judging by other economic data and the high-yield bond market.

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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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Mar 13, 2018 Research Alliance Muni Update and Outlook—Thornburg Investment Management

Chris Ryon, portfolio manager for Thornburg’s municipal bond strategies, discusses potential impacts on the market and how the team is positioning portfolios in response.

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Mar 01, 2018 Research Alliance Market Crossroads: Volatility, Inflation, and the Fed Legacy—Thornburg Investment Management

Discussion on the return of volatility, inflation dynamics, and the future of the Federal Reserve reaction function.

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