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

Sep 13, 2019 Research Alliance Can Walmart Change the Status Quo of the Country on Guns?—Eaton Vance

Will U.S. politicians support Walmart’s position?

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Sep 12, 2019 Research Alliance New Dynamic Affecting the Bond Market—Eaton Vance

Could negative interest rates be distorting the yield curve as a valid leading indicator?

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Sep 12, 2019 Research Alliance Evaluating ETF Model Portfolios: The Dues & Don’ts—WisdomTree

Ryan Krystopowicz dives deep into ETF model portfolio investing and identifies due diligence best practices for advisors ready to start using model portfolios in their business.

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Sep 11, 2019 Research Alliance By the Time We Got to Woodstock—WisdomTree

The August jobs report was a disappointment, at least on the surface, but the numbers contained a trend that has not been seen since 1969.

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Sep 10, 2019 Research Alliance Aligned Incentives: Our Key to Navigating the Diverse High Yield Market—Osterweis

In our experience, family-owned private firms and small-to-medium sized public companies are most likely to borrow responsibly and prioritize bondholders ahead of other investors.

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Sep 10, 2019 Research Alliance The Macroeconomic Guessing Game—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Jeremy Schwartz spoke with Peter Boockvar, the chief investment officer and portfolio manager for Bleakley Advisory Group, and Jim Bianco, president and CEO of Bianco Research.

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Sep 09, 2019 Research Alliance State Owned Enterprises: The Principal-Agent Problem—WisdomTree

We were far from the first to identify the negative impact of the state-ownership structure on shareholders.

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Sep 06, 2019 Research Alliance Why We’re Bullish on Cloud Computing—WisdomTree

Cloud adoption is taking place across the broader economy, and we believe investors may want to make the “shift to cloud” in their portfolios.

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Sep 09, 2019 Research Alliance What China’s Currency Manipulator Label May Mean for Emerging Markets—Parametric

Now that the Treasury Department has labeled China a currency manipulator, are other emerging market countries in the crosshairs?

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Sep 06, 2019 Research Alliance So You’re Worried About a Recession: Three Ways to Protect Your Portfolio—Parametric Portfolio Associates

An inverted yield curve. A trade war. Slowing job growth. Some say recession warning signs are flashing. What can investors do to prepare?

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