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The Outlook for Shifting Dynamics of Emerging Markets Firms—Artisan Partners

It’s a mistake to consider emerging markets investing as merely a leveraged bet on developed markets. As bottom-up stock pickers, the key is finding companies that can compete and grow even when the global economic winds are not at their back.

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Managing Bouts of Volatility—Artisan Partners

Bouts of volatility can strain financial markets, especially in emerging economies. But this volatility is a feature of EM investing, not a bug, and to EM investors it represents the best prospects for higher long-term growth.

Fourth Quarter 2018 Research Call Replay

Listen to a replay of our fourth quarter 2018 Litman Gregory research team webinar. Topics covered (among others): U.S. equity valuations, REITs, our conviction in European stocks, and managed futures performance.

Tax Trading for Clients: Harder Than It Looks

In a year where nearly everything is down—stocks, bonds, commodities—there were likely a lot of opportunities in our clients’ portfolios to harvest losses. But there are also a lot of considerations.

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