HOME     Research


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

Jul 29, 2019 Research Alliance WisdomTree’s European Barbell Strategy—WisdomTree

Jeremy Schwartz discusses a barbell approach for exposure to Europe for a more bullish view.

Read more
Aug 08, 2019 Research Alliance Artisan Sustainable Emerging Markets Fund Q2 2019 Update—Artisan Partners

Meagan Nace, Sustainable Emerging Markets Team Analyst, discusses portfolio performance and the team’s differentiated approach to sustainable investing.

Read more
Aug 02, 2019 Research Alliance Rosie’s Prognosis? Not Rosy—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz and Jeff Weniger spoke with Dave Rosenberg, chief economist and strategist at Gluskin Sheff. The conversation focused on global markets.

Read more
Aug 05, 2019 Research Alliance Two Strategies for One Emerging Markets Approach—WisdomTree

Brian Manby analyzes the potential of our emerging markets barbell approach to giving investors the yield, volatility mitigation and returns they are looking for.

Read more
Aug 05, 2019 Research Alliance Putting the Short Back in Long/Short Strategies—Thornburg

A long/short equity strategy can help mitigate volatility and provide a differentiated return stream. But, there are issues to consider.

Read more
Aug 06, 2019 Research Alliance EM's Golden Hour—Thornburg

It’s one of the best times to invest in emerging markets.

Read more
Aug 07, 2019 Research Alliance A Bullish View amid China Uncertainty—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz spoke with Professor Jeremy Siegel, First Trust economist Brian Wesbury and Hanming Fang, professor of economics at the University of Pennsylvania and founder of the nonprofit website VoxChina.org.

Read more
Jul 26, 2019 Research Alliance The Rise of Health Care Security in China—WisdomTree

A newly established superagency, the National Healthcare Security Administration (NHSA), has been charged to lead everything health-care-related in China. If China starts imitating the health care model of U.K.’s National Health Service, the NHSA has the potential to become the world’s biggest employer.

Read more
May 31, 2019 Research Alliance Parametric International Equity: A Third Way of International Eqiuty Investing

The Parametric International Equity Strategy is designed to efficiently capture the long-term growth of this asset class while avoiding both the return risks of active management and the concentration risks of mainstream international equity indexes.

Read more
Jul 10, 2019 Research Alliance Unreliable Narrators: What Many SMA Composites Don't Tell You—Parametric

Composites have a lot to say about an investment product’s historical performance. But when it comes to taxable SMAs, they leave a lot out.

Read more


Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.