HOME     Research   International

International

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

Oct 22, 2019 Research Alliance Can Europe’s Dismal Decade Turn Around?—WisdomTree

There is a popular belief that the failure of European markets to keep pace with the U.S. over the past decade is caused by overweight positions to banks.

Read more
Oct 18, 2019 Research Alliance What Happens When You Dynamically Hedge Currency in an International Portfolio—WisdomTree

Alejandro Saltiel discusses why a dynamic approach to managing currency risk can be a significant source of value.

Read more
Oct 15, 2019 Research Alliance European Economic Outlook—WisdomTree

On last week’s “Behind the Markets,” Jeremy Schwartz spoke with Stephen Sexauer, CIO of the San Diego County Employees Retirement Association, and José Brito, Chief Economist for Millenniumbcp, a Portuguese bank.

Read more
Oct 07, 2019 Research Alliance A Multifactor Approach to Developed Equity Markets—WisdomTree

International equity markets have made headlines this year for all the wrong reasons with lackluster performance and looming uncertainty. Should investors acquiesce and hold on for the ride? Brian Manby and Alejandro Saltiel discuss our unique multifactor approach to investing in developed international equity markets.

Read more
Oct 03, 2019 Research Alliance World’s Deepest Value Play with Growing Capital Returns—WisdomTree

If you’re looking for one of the world’s most depressed valuations with stocks positioned for a better global growth environment, we believe there are currently few places with multiples as attractive as Japan, says Jeremy Schwartz.

Read more
Sep 16, 2019 Research Alliance Personality, Progress and Promise in Japanese Leadership—WisdomTree

Jesper Koll discusses the future of Japan.

Read more
Sep 10, 2019 Research Alliance A Case For International Small-Caps—Artisan Partners

Investors may be overlooking the substantial universe of international small-cap stocks—an asset class that has historically provided attractive risk-adjusted returns, faster growth potential and diversification benefits. In addition, in this less-efficient market, active managers have increased opportunity to generate value-added results.

Read more
Aug 15, 2019 Research Alliance Baron Funds "International & EM Equities Update Call with Michael Kass" Replay

Michael Kass, portfolio manager of Baron International Growth Fund and Baron Emerging Markets Fund, hosted a call to discuss emerging market and international equities. The replay is now available.

Read more
Aug 13, 2019 Research Alliance Europe’s Shmoral Shmazard—WisdomTree

The euro won’t stop chopping sideways. Its quiet drift downward has persisted since spring 2018. In the current global climate, the currency could snap violently. Jeff Weniger outlines why he thinks the push will be southward.

Read more
Jul 29, 2019 Research Alliance WisdomTree’s European Barbell Strategy—WisdomTree

Jeremy Schwartz discusses a barbell approach for exposure to Europe for a more bullish view.

Read more

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.