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

Oct 15, 2018 Research Alliance Responsible Investing: What's the Difference Between Screens and Integration?—Parametric

Responsible investing covers a diverse set of priorities. Yet when it comes to portfolio-construction techniques used to reflect these considerations, investors really have only two distinct methods to choose from—screens and integration (also often referred to as a tilt). Both can enhance a portfolio’s ESG characteristics, but they’re quite different in terms of implementation and impact.

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Jul 15, 2019 Research Alliance The Risks and Opportunities of Late Cycle Investing—Guggenheim

Scott Minerd, Chairman of Investments and Global CIO, leads a panel discussion on CNBC on the investment implications of the shifting Fed policy stance.

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Jul 24, 2019 Research Alliance Past Performance Is Not Indicative of Future Results —WisdomTree

Japanese Prime Minister Shinzō Abe and his ruling coalition won a very comfortable majority, but fell short of gaining the two-thirds supermajority required for fast-track constitutional reform in Sunday’s Upper House election. Jesper Koll outlines the key signposts and challenges immediately ahead for Japan.

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Jul 23, 2019 Research Alliance Japan After the Election — Focus on Economy, Not Constitution—WisdomTree

Japanese Prime Minister Shinzō Abe and his ruling coalition won a very comfortable majority, but fell short of gaining the two-thirds supermajority required for fast-track constitutional reform in Sunday’s Upper House election. Jesper Koll outlines the key signposts and challenges immediately ahead for Japan.

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Jul 22, 2019 Research Alliance Get the Most out of Emerging Markets—WisdomTree

Through the first six months of the year, emerging markets have lagged most developed markets, despite entering the year poised for a rally and then falling during May’s sell-off. In light of this volatility, Brian Manby discusses how a dividend-weighted approach to emerging market small-cap equities strikes an intriguing balance between return potential and volatility mitigation.

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Jul 17, 2019 Research Alliance The Volatility Risk Premium Explained—Parametric

Most investors accept some level of risk. But that doesn’t mean they like it, especially during volatile markets.

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Jul 17, 2019 Research Alliance High-Yield and Bank Loan Outlook Report—Guggenheim Investments

Investors may be tempted to go down in credit quality in anticipation of a Fed-induced rally in leveraged credit. History suggests this would be ill-advised.

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Jul 18, 2019 Research Alliance Time to Reengage with Japan—WisdomTree

Recently, on the “Behind the Markets” podcast, Jeremy Schwartz interviewed Jesper Koll, a Senior Advisor to WisdomTree, on the opportunities in Japan’s equity market. Koll discussed why he believes Japan will be a source of surprise for both economic strength and corporate performance.

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Jul 12, 2019 Research Alliance Same Kettle, Different Fish: The Limited Effect of Regions in Emerging Market Returns—Parametric

In this on-demand webcast, Jennifer Sireklove, CFA, Managing Director of Investment Strategy, and Greg Liebl, CFA, Senior Investment Strategist, discuss the myth of regional correlation in emerging markets, a recap of emerging markets in Q2 2019, and Parametric’s Emerging Markets Strategy performance.

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Jul 18, 2019 Second Quarter 2019 Research Call Replay

Listen to a replay of our second quarter 2019 Litman Gregory research team webinar. Topics covered (among others): macroeconomic conditions, monetary policy, yield curve inversion, expected returns for U.S. and European stocks, alternatives, and fixed income positioning changes. The presentation slides are available at the bottom of the page under Resources.

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