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

Jun 06, 2019 Research Alliance India: Stability amid Global Political Uncertainty—WisdomTree

Jeremy Schwartz and Gaurav Sinha recently spoke with Srinivas Thiruvadanthai, director of research at the Jerome Levy Forecasting Center. The conversation focused on the recent re-election of Prime Minister Modi, and what that means for investors and global trade.

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May 28, 2019 Research Alliance Japan GDP Signals a Healthy Economy—WisdomTree

Japan’s gross domestic product report from last week was stronger than expected, up 2.1% quarter over quarter and annualized, against expectations for a small decline.

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May 23, 2019 Research Alliance India’s Elections: What Should Investors Expect from Modi 2.0?—WisdomTree

After completing a mammoth democratic exercise, the world’s largest democracy finally gave its verdict when it selected Modi again as its leader. Gaurav Sinha provides his analysis of what investors can expect from India’s newly elected government—that is, Modi 2.0.

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May 07, 2019 Research Alliance U.S.-Japan Trade Deal Could Trigger a Rally—WisdomTree

President Trump’s upcoming visit to Japan at the end of the month is very likely to bring a successful resolution of a U.S.-Japan bilateral trade agreement. If we get similar positive news from the U.S.-China trade front, Japan in general and exporters in particular are likely to outperform. Jesper Koll elaborates.

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Apr 30, 2019 Research Alliance Generational Lows in Euro Volatility—WisdomTree

It seems like the euro was pinned between $1.12 and $1.15 for ages. But it is reacting adversely to near-term risks. Jeff Weniger explains why drivers like crude oil prices could bring volatility back to the currency.

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Apr 17, 2019 Research Alliance The Fed vs. the ECB: Who Will Blink First?—WisdomTree

If bond investors have learned anything this year, it is that the “winds of change” can blow in dramatically different directions regarding monetary policy. Kevin Flanagan discusses how market sentiment has shifted from where we were only four months ago.

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Apr 02, 2019 Research Alliance ECB’s Business Analyst on the Euro, Negative Rates and the Inverted Yield Curve—WisdomTree

Jeremy Schwartz and Wharton Professor Jeremy Siegel speak with Dr. Diego Rodriguez-Palenzuela.

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Mar 08, 2019 Research Alliance Brexit’s Impact for Equity Investors—WisdomTree

With the next Brexit vote just around the corner, our Head of Research in Europe, Christopher Gannatti, provides some context on what Brexit may mean for European equity investors.

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Feb 14, 2019 Research Alliance Baron Funds Q4 2018 Letters

Read letters from CEO & CIO Ron Baron, President Linda Martinson, and all our portfolio managers.

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Feb 12, 2019 Research Alliance Artisan Developing World Q4 2018 Webcast Replay

Lewis Kaufman discusses where he is finding the most attractive opportunities.

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