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

Feb 07, 2019 Research Alliance A Distinct Approach to Global Investing—Baron Funds

In this piece, Alex Umansky, portfolio manager of Baron Global Advantage Fund, discusses how he finds “big ideas”—unique, competitively advantaged companies driving or benefiting from disruptive change—in global markets.

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Feb 05, 2019 Research Alliance Understanding the Brexit Quandary—Thornburg

While investors should be cognizant of the complexities and risks around Brexit, they should be just as aware of the opportunities in select U.K.-based businesses.

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Feb 05, 2019 Research Alliance Brextension—WisdomTree Asset Management

We think the market needs to appreciate another contingency: Brextension. This is the scenario of kicking the can down the road, driven by flighty markets and fear of the unknown.

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Sep 23, 2018 Research Alliance Baron Emerging Markets Third Quarter 2018 Update Call Replay

In case you missed it, a replay of the most recent update with Michael Kass is available now.

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Jun 14, 2018 Research Alliance Hedging Foreign Currency Exposure vs. Accepting Foreign Currency Risk—Thornburg

Many forces undercut and bolster the greenback. Rather than accepting unknown risk around its near- or long-term direction, dollar-based equity investors may be better served using currency hedges so they can focus more on the individual merits of overseas securities.

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Jun 12, 2018 Research Alliance Italy’s Politics Drives a Wedge Between Its Stocks and Sovereign Bonds—Thornburg

Risk to the euro resurfaces in an unlikely governing coalition and challenging economic agenda, but Italy’s top stocks don’t face the same perils as its government bonds.

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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 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 23, 2018 Research Alliance The Weak Dollar Puffs Up Overseas Equity Returns—Thornburg Investment Management

Yet the earnings potential of developed- and emerging-market stocks is real, since they are at earlier points in their respective business cycles.

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Jan 31, 2018 Research Alliance Baron Funds: What's Ahead for 2018 with Michael Kass

Baron Funds portfolio manager Michael Kass was a panelist at AdvisorIntelligence's latest 360 Views Webinar, on January 10, where he provided his 2018 market outlook and participated in a roundtable discussion. Here is a replay of the discussion.

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