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

Sep 20, 2019 Research Alliance Platform Businesses: The Dominant Business Model of the 21st Century—WisdomTree

On last week’s Behind the Markets podcast, Jeremy Schwartz, Liqian Ren and Kara Marciscano spoke with Nick Johnson, principal at Applico and co-author of the Amazon best seller Modern Monopolies, about the future of platform businesses.

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Sep 19, 2019 Research Alliance Profitability and Prudence in Small-Cap Equities—WisdomTree

Brian Manby discusses a portion of the U.S. small-cap market that steers away from unprofitable companies.

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Sep 18, 2019 Research Alliance Forecasting the Next Recession: Will Rate Cuts Be Enough?—Guggenheim Investments

History shows that once our recession forecast model reaches current levels, aggressive policy can delay recession, but not avoid it.

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Sep 17, 2019 Research Alliance The Case for Cloud Computing—WisdomTree

Last week’s “Behind the Markets” podcast took place in San Francisco at the Cloud 100 event, which celebrated the 100 largest private cloud computing companies in the world, as determined by Forbes.

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Sep 16, 2019 Research Alliance Personality, Progress and Promise in Japanese Leadership—WisdomTree

Jesper Koll discusses the future of Japan.

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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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