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

Sep 06, 2019 Research Alliance Why We’re Bullish on Cloud Computing—WisdomTree

Cloud adoption is taking place across the broader economy, and we believe investors may want to make the “shift to cloud” in their portfolios.

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Sep 09, 2019 Research Alliance What China’s Currency Manipulator Label May Mean for Emerging Markets—Parametric

Now that the Treasury Department has labeled China a currency manipulator, are other emerging market countries in the crosshairs?

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Sep 06, 2019 Research Alliance So You’re Worried About a Recession: Three Ways to Protect Your Portfolio—Parametric Portfolio Associates

An inverted yield curve. A trade war. Slowing job growth. Some say recession warning signs are flashing. What can investors do to prepare?

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Sep 12, 2019 Research Alliance Actionable Insights From Alternative Data—Artisan Partners

How do alternative data sources enhance the Artisan Partners Credit Team’s research efforts? Founding portfolio manager Bryan Krug and team uncover insights from nontraditional data to narrow the opportunity set and identify potential investments.

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Sep 10, 2019 Research Alliance A Case For International Small-Caps—Artisan Partners

Investors may be overlooking the substantial universe of international small-cap stocks—an asset class that has historically provided attractive risk-adjusted returns, faster growth potential and diversification benefits. In addition, in this less-efficient market, active managers have increased opportunity to generate value-added results.

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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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Sep 05, 2019 Research Alliance Finding Sustainable Growth in Financial Exchanges—Artisan Partners

Artisan Partners Global Equity Team discusses the sustainable growth opportunities it's finding in the consolidated global financial exchanges industry.

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Sep 06, 2019 Research Alliance What Do Declining Mortgage Rates Mean for Refinancing Activity?—Eaton Vance

The average rate on a 30-year fixed-rate mortgage has fallen to 3.73% from 4.51% at the start of the year. This has led to an uptick in mortgage refinancings and an even bigger increase in refi-related news coverage. Will 2019 be like 2003? Read the latest Advisory Blog post on this topic and find out.

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Sep 05, 2019 Research Alliance High Loan Yields Signal a Buying Opportunity—Eaton Vance

Loans are currently the highest-yielding major credit asset class – eclipsing both emerging-markets debt and high-yield bonds. Is today an attractive entry point for investing in loans? Our latest whitepaper can provide some insight.

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Sep 03, 2019 Research Alliance Measuring Value on Draft Day—WisdomTree

Matt Wagner uses the fantasy football metaphor to make the case for our rules-based ETF, the WisdomTree U.S. LargeCap Fund.

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