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

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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Jul 10, 2019 Research Alliance Debunking the Myths of a Model Portfolio Approach—WisdomTree

Model portfolios can help advisors save time that could be dedicated to their clients. So, why aren’t more advisors adopting ETF model portfolios in their practice? Ryan Krystopowicz debunks five myths about a model portfolio approach.

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Jul 10, 2019 Research Alliance American Century Investments Press Release

American Century Investments Hires Eduardo Repetto and Patrick Keating to Launch Avantis InvestorsTM

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Jul 09, 2019 Research Alliance Reality Bites—WisdomTree

The much better-than-expected June jobs report has the money and bond markets—and probably the Federal Reserve as well—in a dither. Kevin Flanagan analyzes the data to bring you back to a post-July 4 reality!

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Jul 08, 2019 Research Alliance International Factor Portfolio: Complementing Premiums—WisdomTree

A well-known anomaly among investment professionals, the "size premium," suggests a portfolio of small-cap companies—particularly small-value companies—would be expected to outperform a portfolio of larger companies over the long run. Matt Wagner examines an additional factor that can complement size: quality.

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Jul 03, 2019 Research Alliance No Heavy Lifting Required—WisdomTree

When looking at the money and bond markets these days, they almost seem to be saying to the Fed, “Would you please cut rates already?” Against this backdrop, Kevin Flanagan continues to advocate for a solution designed to help fixed income investors navigate the waters that loom ahead without making a high conviction bet on where rates are headed: the barbell strategy.

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Jul 02, 2019 Research Alliance “Freedom” Indexing and Marching for the Fallen—WisdomTree

On last week’s episode of the "Behind the Markets" podcast, Liqian Ren and Jeremy Schwartz were joined by Perth Tolle of Life + Liberty Indexes and Wes Gray, CEO of Alpha Architect, to discuss a new index inspired by “freedom” that Tolle created. During the latter portion of the podcast, they discussed the March for the Fallen, a 28-mile hike to honor fallen soldiers from Pennsylvania.

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