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

Apr 17, 2019 Research Alliance A Forward-Looking Approach to Sustainability—Artisan Partners

Portfolio Manager Maria Negrete-Gruson explains how the sustainability of a company's earnings goes hand-in-hand with its ESG factors.

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Apr 16, 2019 Research Alliance Country-Specific Risk in Emerging Markets—Artisan Partners

Nicolas Rodriguez-Brizuela and Meagan Nace, analysts on the Artisan Partners Sustainable Emerging Markets Team, discuss the team's approach to evaluating country-specific risk factors across emerging markets.

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Apr 16, 2019 Research Alliance Global Markets and a New Way of Financial Planning—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz were joined by Steve Cordasco, CEO of Cordasco Financial Network, and Srinivas Thiruvadanthai, director of research for the Jerome Levy Forecasting Center.

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Apr 15, 2019 Research Alliance Emerging Markets Procrastinators—WidomTree

There is a chance that, come this autumn, many fund managers will have zero exposure to the eighth-largest country in the MSCI Emerging Markets Index. What country is it?

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Apr 09, 2019 Research Alliance Goldilocks Economy and the Future of Advice—WisdomTree

On last week’s “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz were joined by Timothy Duy, economics professor at the University of Oregon and Josh Brown, CEO of Ritholtz Wealth Management.

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Apr 12, 2019 Research Alliance How Severe Will the Next Recession Be?—Guggenheim Investments

In this update to our recession outlook, we explore signs that the next recession will not be as severe as the last one, but it could be more prolonged than usual because policymakers at home and abroad have limited tools to fight the downturn.

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Apr 10, 2019 Research Alliance Putting the Cart before the Horse—WisdomTree

It’s all about the data, with the jobs report being front and center. But what happens when the data doesn’t fit into the Treasury market’s narrative? Kevin Flanagan discusses.

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Apr 17, 2019 Research Alliance Assessing Corporate Governance—Artisan Partners

We have tailored our investing process to account for volatility, and to pursue what we believe to be the best representation of the EM opportunity set of the future. One key component of this process is our focus on and disciplined approach to assessing corporate governance.

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Apr 16, 2019 Research Alliance Where We Are Finding Growth: Transforming How We Work—Artisan Partners

Here, the team discusses compelling opportunities it is finding among companies finding ways to transform how we work.

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Apr 15, 2019 Research Alliance Investing in the Automobile of the Future—Artisan Partners

The automobile industry is experiencing massive change as a result of increased demand for electric and hybrid cars that require batteries and the evolution of autonomous driving features that rely on connectivity. We believe these structural shifts are enduring and offer potential opportunities for long-term oriented investors, such as ourselves.

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