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

Jul 10, 2019 Research Alliance American Century Investments Press Release

American Century Investments Hires Eduardo Repetto and Patrick Keating to Launch Avantis InvestorsTM

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Jul 09, 2019 Research Alliance Reality Bites—WisdomTree

The much better-than-expected June jobs report has the money and bond markets—and probably the Federal Reserve as well—in a dither. Kevin Flanagan analyzes the data to bring you back to a post-July 4 reality!

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Jul 03, 2019 Research Alliance No Heavy Lifting Required—WisdomTree

When looking at the money and bond markets these days, they almost seem to be saying to the Fed, “Would you please cut rates already?” Against this backdrop, Kevin Flanagan continues to advocate for a solution designed to help fixed income investors navigate the waters that loom ahead without making a high conviction bet on where rates are headed: the barbell strategy.

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Jul 02, 2019 Research Alliance “Freedom” Indexing and Marching for the Fallen—WisdomTree

On last week’s episode of the "Behind the Markets" podcast, Liqian Ren and Jeremy Schwartz were joined by Perth Tolle of Life + Liberty Indexes and Wes Gray, CEO of Alpha Architect, to discuss a new index inspired by “freedom” that Tolle created. During the latter portion of the podcast, they discussed the March for the Fallen, a 28-mile hike to honor fallen soldiers from Pennsylvania.

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Jun 12, 2019 Research Alliance One Plus One Equals Three—WisdomTree

To watch the money and bond markets of late, there is one development that stands out quite clearly: the Federal Reserve has to cut interest rates. Kevin Flanagan explains why the markets think trade uncertainty plus economic weakness might just equal three rate cuts in the future.

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Jun 03, 2019 Research Alliance Small-Cap Investors: Time to Listen More Closely—WisdomTree

With the Fed officially putting further rate hikes on hold for 2019 and publicly acknowledging some softness in the global economy, it may be time asset-allocators listen more closely to Fed warnings. Matt Wagner discusses.

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Jun 04, 2019 Research Alliance Data and the IoT—Artisan Partners

Thematic team portfolio manager Chris Smith discusses the opportunities his team is finding thanks to the rising importance of the Internet of things (IoT).

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Jun 04, 2019 Research Alliance Thematic Idea Generation—Artisan Partners

Thematic team portfolio manager Chris Smith discusses his team’s thematic approach to idea generation.

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Jun 04, 2019 Research Alliance The Artisan Difference

Thematic team portfolio manager Chris Smith explains why Artisan Partners is the right place for his team.

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Jun 04, 2019 Research Alliance A Systematic Approach to Differentiation—Artisan Partners

Thematic team portfolio manager Chris Smith describes key aspects of his approach to identifying differentiation.

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