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

Aug 05, 2019 Research Alliance Putting the Short Back in Long/Short Strategies—Thornburg

A long/short equity strategy can help mitigate volatility and provide a differentiated return stream. But, there are issues to consider.

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Aug 06, 2019 Research Alliance EM's Golden Hour—Thornburg

It’s one of the best times to invest in emerging markets.

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Aug 08, 2019 Research Alliance Portfolio Allocation Amid the Tidal Effects of Renewed Fed Easing—Thornburg

The Fed is poised to join the global easing bandwagon, fueling a surge in risk asset prices. As market distortions from easy money grow...

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Aug 08, 2019 Research Alliance The Fed Should Hike Interest Rates, Not Cut Them—Guggenheim

By almost every measure policy makers should be considering another rate hike in anticipation of potential economic overheating from looming limitations on output. Instead, debate has been focused on the need to take preemptive action to avoid a potential slowdown.

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Jul 31, 2019 Research Alliance The Dark Side of the Rate Cut—Thornburg

Market expectations should not help drive monetary policy.

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Aug 06, 2019 Research Alliance Would Fed Tweets Work Better?—WisdomTree

What a week last week was! From the Federal Reserve to President Trump’s tweet stating that more tariffs on China are potentially coming to Friday’s jobs report, Kevin Flanagan breaks it all down.

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Aug 07, 2019 Research Alliance A Bullish View amid China Uncertainty—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz spoke with Professor Jeremy Siegel, First Trust economist Brian Wesbury and Hanming Fang, professor of economics at the University of Pennsylvania and founder of the nonprofit website VoxChina.org.

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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 25, 2019 Research Alliance Can Socially Responsible Investors Raise the Tide for All Investors?—Parametric

Does responsible investing help or hurt returns? We get this question a lot. But there’s another, perhaps more interesting, question that’s also worth exploring.

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May 31, 2019 Research Alliance Parametric International Equity: A Third Way of International Eqiuty Investing

The Parametric International Equity Strategy is designed to efficiently capture the long-term growth of this asset class while avoiding both the return risks of active management and the concentration risks of mainstream international equity indexes.

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