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Investment Outlook

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

Nov 20, 2017 Research Alliance From China's New Growth Drivers to Europe's Opportunities Beneath the Headlines—Thornburg Investment Management

China’s economic rebalancing is happening at breakneck speed.

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Nov 16, 2017 Research Alliance Fixed-Income Outlook Video—Guggenheim Investments

In the video companion to our Fourth Quarter 2017 Fixed-Income Outlook, portfolio manager Steve Brown and Maria Giraldo, a Director in the Macroeconomic and Investment Research Group, explain why we still favor defensive positioning given limited potential upside for risk assets.

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Nov 15, 2017 Research Alliance Opportunity and Risk in an Unprecedented Market—Guggenheim Investments

Chairman of Investments and Global CIO Scott Minerd joins WealthTrack’s Consuelo Mack for an in-depth discussion on investing in a market distorted by unorthodox monetary policy and vulnerabilities to near-term shocks.

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Nov 14, 2017 Research Alliance Guggenheim Investments Fourth Quarter 2017 Fixed-Income Outlook

Investors today are simply not being compensated for the risks they are taking. The question now is how to generate yield without taking on undue interest-rate or credit risk.

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Jul 27, 2017 Research Alliance Ignore the Cassandra Chorus, Rates Won’t Skyrocket—Guggenheim Investments

As pundits point to the recent market selloff as proof rates are about to skyrocket, it is wise to step back and grasp the big picture.

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Jul 07, 2017 Research Alliance The Real Risk is No Perceived Risk—Thornburg Investment Management

Global Fixed Income portfolio manager Jeff Klingelhofer, CFA, offers his unique take on the current divergence between equity and bond markets and future implications for market participants.

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Jan 25, 2017 Research Alliance The Investment Outlook for 2017

J.P. Morgan: The global economy appears to be strengthening as it enters 2017, but threats to continued growth are becoming clear. Explore our 2017 investment outlook.

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Jan 23, 2017 Research Alliance Animal Spirits—Real or Ephemeral?

Osterweis Capital Management Fourth Quarter 2016 Fixed-Income Outlook: Investors have done well in 2016 to heed the words of Heraclitus, paraphrased, "Expect the unexpected."

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