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

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.

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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.

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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.

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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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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 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 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 01, 2019 Research Alliance A Quality Decade for International Equities—WisdomTree

Due to the strong performance of quality strategies—and the resilience of the factor during times of market volatility—capital has flowed into quality-focused funds this year. A lot of factor discussions are U.S.-centric, but quality has had a significant performance advantage in developed international markets. Matt Wagner discusses our International Hedged Quality Dividend Growth strategy.

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Jun 24, 2019 Research Alliance The Case for India’s Multiple-Year Bull Market – Part 2—WisdomTree

Recently, we’ve been discussing how India’s structural changes from Modi’s government are setting stocks up for a multiple-year bull run. Gaurav Sinha covers a second fuel for Indian equities that is poised to cause market gains: inflows from domestic investors.

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Jun 17, 2019 Research Alliance The Simple Belief Behind Systematic Currency Hedging—WisdomTree

Many investors don’t know what to make of currency fluctuations and whether they should take on currency risk or hedge it. Recently, Jeremy Schwartz and James Wood Collins, the CEO of Record Currency Management, discussed how investors around the world look at these directional currency bets.

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