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

Mar 12, 2020 Research Alliance Will the U.S. Enter a Recession?—Thornburg

Nancy Lazar, head of economic research and founding partner at Cornerstone Macro, gives her 2020 U.S. economic forecast in this quick Q&A

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Mar 11, 2020 Research Alliance Value Investing With Legends Podcast featuring David Samra—Artisan Partners

International Value team portfolio manager David Samra discusses his career and the past, present and future of value investing.

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Mar 10, 2020 Research Alliance On Coronavirus and Volatility in Equities and Bond Markets—Thornburg

COVID-19 and the socio-political responses to it present an opportunity for both market timers, those who try and trade around the shifts in market direction, and long-term investors.

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Mar 10, 2020 Research Alliance The Butterfly Effect—Guggenheim Investments

The market is waking up to not just the viral contagion of coronavirus, but also to financial, economic, and geopolitical contagion.

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Mar 02, 2020 Research Alliance Note to Clients: Markets Infected by Coronavirus—Guggenheim Investments

Portfolio positioning with coronavirus on the brink of pandemic.

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Feb 25, 2020 Research Alliance Market Selloff Goes Viral, Injecting More Value into Prices—Thornburg

Coronavirus-induced market volatility is another in a long string of blows to the global economic recovery. But investors should look through the disruptions for free-cash-flow generative companies with healthy balance sheets and resilient, if not robust earnings.

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Oct 15, 2019 Research Alliance When Evaluating Venture-Backed IPOs, Patience Is a Virtue—Osterweis

The venture capital industry has created a robust pipeline of new public companies, but Jim Callinan believes discipline is the key to finding the best opportunities.

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Oct 01, 2019 Research Alliance What’s Driving the Market Rotation from Growth to Value?—Thornburg

A rising Treasury yield amid better economic data, easing macro risk and a few more monetary injections may be spurring the rotation. Corroborating, so far, a “mid-cycle adjustment”?

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Sep 18, 2019 Research Alliance Forecasting the Next Recession: Will Rate Cuts Be Enough?—Guggenheim Investments

History shows that once our recession forecast model reaches current levels, aggressive policy can delay recession, but not avoid it.

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Sep 09, 2019 Research Alliance A Case For Value: A Reason, Not A Season—Artisan Partners

The case for value is a case for prudence, moderation and balance, particularly in a market driven by momentum, excess and imbalance. Investors should consider maintaining value style exposure, especially when it seems most out of favor.

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