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

Jun 12, 2019 Research Alliance Concentration Risk: Will You Know It When You See It?—Parametric

At a certain level, an index’s overweight to a single country, sector, or security becomes a concern for all investors. Three examples from history demonstrate why concentration risk is a problem.

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Jun 13, 2019 Research Alliance A Case for India’s Multiple-Year Bull Market – Part 1—WisdomTree

India just completed an election of mammoth proportions, resulting in the reelection of Prime Minister Modi. Gaurav Sinha discusses the structural economic changes that occurred during Modi’s first term that could be propelling India toward a multiple-year bull market.

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Jun 12, 2019 Research Alliance One Plus One Equals Three—WisdomTree

To watch the money and bond markets of late, there is one development that stands out quite clearly: the Federal Reserve has to cut interest rates. Kevin Flanagan explains why the markets think trade uncertainty plus economic weakness might just equal three rate cuts in the future.

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Jun 10, 2019 Research Alliance How Advisors Are Using ETF Model Portfolios to Help Grow and Scale Their Practice—WisdomTree

For financial advisors there often aren’t enough hours in a day. Ryan Krystopowicz illustrates how streamlining client portfolios and outsourcing some, or all, of the portfolio construction to outside asset management firms could help give an advisor some hours of their day back.

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Jun 06, 2019 Research Alliance India: Stability amid Global Political Uncertainty—WisdomTree

Jeremy Schwartz and Gaurav Sinha recently spoke with Srinivas Thiruvadanthai, director of research at the Jerome Levy Forecasting Center. The conversation focused on the recent re-election of Prime Minister Modi, and what that means for investors and global trade.

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Jun 05, 2019 Research Alliance Which Came First—the Chicken or the Egg?—WisdomTree

Last week, we heard a narrative regarding the movement in the stock and bond markets—specifically, that the decline in U.S. equities resulted from the drop in the U.S. Treasury 10-Year yield. Typically, the bond market reacts to developments in the stock market, not the other way around. Kevin Flanagan investigates a possible shift in the paradigm.

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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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