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

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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Feb 11, 2019 Research Alliance Artisan Partners International Value Q4 2018 Webcast Replay

David Samra discusses the current market environment and the portfolio's relative valuation.

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Feb 07, 2019 Research Alliance A Distinct Approach to Global Investing—Baron Funds

In this piece, Alex Umansky, portfolio manager of Baron Global Advantage Fund, discusses how he finds “big ideas”—unique, competitively advantaged companies driving or benefiting from disruptive change—in global markets.

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Feb 05, 2019 Research Alliance Understanding the Brexit Quandary—Thornburg

While investors should be cognizant of the complexities and risks around Brexit, they should be just as aware of the opportunities in select U.K.-based businesses.

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Feb 05, 2019 Research Alliance Brextension—WisdomTree Asset Management

We think the market needs to appreciate another contingency: Brextension. This is the scenario of kicking the can down the road, driven by flighty markets and fear of the unknown.

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Sep 23, 2018 Research Alliance Baron Emerging Markets Third Quarter 2018 Update Call Replay

In case you missed it, a replay of the most recent update with Michael Kass is available now.

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