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Asset Class Research

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

Sep 03, 2019 Research Alliance Internal Change Catalysts—Artisan Partners

Here, the team discusses key attributes it looks for in identifying franchises that it believes can enjoy a long-term profit cycle, due primarily to compelling internal change catalysts.

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Aug 30, 2019 Research Alliance Health Care Innovation—Artisan Partners

The Growth team shares its views on the evolution of the health care industry and opportunities it is finding in harnessing this trend.

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Aug 29, 2019 Research Alliance What Sustainability Means to Us—Artisan Partners

For us, sustainability is about the future and implies success over time.

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Aug 28, 2019 Research Alliance Late Inning Relief for High Yield—WisdomTree

Kevin Flanagan and Brendan Loftus discuss how to avoid volatility risk while preserving the potential to earn higher levels of income and participate in a growing part of the economy.

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Aug 27, 2019 Research Alliance What Might Pop the Bond Bubble?—WisdomTree

On last week’s episode of “Behind the Markets”, Jeremy Schwartz spoke with Dave Donabedian, chief investment officer for CIBC Private Wealth Management and Kevin Muir, market strategist for East West Investment Management.

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Aug 27, 2019 Research Alliance Reemergence of Earnings Growth—Artisan Partners

Portfolio manager Maria Negrete-Gruson discusses a key inflection point the team has identified in the profitability of several emerging-market companies.

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Aug 26, 2019 Research Alliance What Is the Highest-Yielding Treasury Security?—WisdomTree

The rally in the U.S. Treasury market has created a rather interesting investment backdrop. Recent market events have left investors with some important decisions to make in their fixed income portfolios. Kevin Flanagan helps investors with their decision process.

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Aug 26, 2019 Research Alliance Fixed-Income Outlook: Third Quarter 2019—Guggenheim Investments

Credit spreads could get tighter in this liquidity-driven rally, but history has shown that the potential for widening from here is much greater.

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Aug 26, 2019 Research Alliance The Digital Payments Revolution—Artisan Partners

A discussion with Artisan Partners Growth Team portfolio managers Jim Hamel, Jason White, Matt Kamm, and Craigh Cepukenas.

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Aug 23, 2019 Research Alliance Data Driven Thematic Opportunities—Artisan Partners

Thematic team portfolio manager Chris Smith discusses his thematic approach and disciplined framework for idea generation.

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