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

Jun 03, 2019 Research Alliance Small-Cap Investors: Time to Listen More Closely—WisdomTree

With the Fed officially putting further rate hikes on hold for 2019 and publicly acknowledging some softness in the global economy, it may be time asset-allocators listen more closely to Fed warnings. Matt Wagner discusses.

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Jun 04, 2019 Research Alliance Corporate Governance Considerations in Emerging Markets—Artisan Partners

Why is corporate governance such a critical consideration in emerging markets investing? Artisan Sustainable Emerging Markets team shares its thoughts.

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Jun 04, 2019 Research Alliance Are Negative Screens Valuable in Emerging Markets Investing?—Artisan Partners

Negative screens can be a valuable tool in identifying sustainable growth opportunities in emerging markets—but they offer some downside, too. The Sustainable Emerging Markets team elaborates on its view.

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Jun 04, 2019 Research Alliance What Makes EM a Compelling Asset Class?—Artisan Partners

Emerging markets tend to be more volatile—but can that make them more compelling as an asset class? The Sustainable Emerging Markets team shares its views.

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Jun 04, 2019 Research Alliance Data and the IoT—Artisan Partners

Thematic team portfolio manager Chris Smith discusses the opportunities his team is finding thanks to the rising importance of the Internet of things (IoT).

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Jun 04, 2019 Research Alliance Thematic Idea Generation—Artisan Partners

Thematic team portfolio manager Chris Smith discusses his team’s thematic approach to idea generation.

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Jun 04, 2019 Research Alliance The Artisan Difference

Thematic team portfolio manager Chris Smith explains why Artisan Partners is the right place for his team.

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Jun 04, 2019 Research Alliance A Systematic Approach to Differentiation—Artisan Partners

Thematic team portfolio manager Chris Smith describes key aspects of his approach to identifying differentiation.

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Jun 04, 2019 Research Alliance Not All PEs Are Created Equal—Artisan Partners

The market often fixates on what is right around the corner rather than what is farther up the road. Portfolio manager Dan O’Keefe explains how his team judges which companies have good value.

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Jun 04, 2019 Research Alliance Data Driven Thematic Opportunities—Artisan Partners

Thematic team portfolio manager Chris Smith discusses his thematic approach and disciplined framework for idea generation.

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