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

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.

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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.

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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.

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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.

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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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