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

May 23, 2019 Research Alliance Baron Funds Quarterly Update

Read quarterly letters from CEO & CIO Ron Baron, President Linda Martinson, and all our portfolio managers to learn more about the Firm, Fund performance, activity, and outlook.

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May 22, 2019 Research Alliance Access the Growth of Platform Companies with an ETF—WisdomTree

We believe there’s a compelling, long-term market opportunity created by the evolution of platform business models.

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May 21, 2019 Research Alliance “Curve”ology 101—WisdomTree

It’s time for your final in "Curve"ology 101. Does the UST 3-Month/10-Year curve signal an upcoming recession? Kevin Flanagan explains.

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May 30, 2019 Research Alliance Platform Businesses: What They Are and Why Own Them—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Jeremy Schwartz was joined by Alex Moazed, Founder and CEO of Applico, and Rafi Aviav, head of WisdomTree Europe’s Product Development team, for a discussion on platform businesses.

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May 29, 2019 Research Alliance Don’t “Fix”ate within Your Short Duration—WisdomTree

The current landscape for the fixed income arena can be defined by two key factors: the yield curve and household cash positions.

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May 28, 2019 Research Alliance Japan GDP Signals a Healthy Economy—WisdomTree

Japan’s gross domestic product report from last week was stronger than expected, up 2.1% quarter over quarter and annualized, against expectations for a small decline.

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May 22, 2019 Research Alliance China and the MSCI Emerging Markets Index: A Distinction Without a Difference?—Parametric

As MSCI lards more China into its emerging markets index, a look at why some investors may not be getting the truly broad exposure they seek.

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May 23, 2019 Research Alliance India’s Elections: What Should Investors Expect from Modi 2.0?—WisdomTree

After completing a mammoth democratic exercise, the world’s largest democracy finally gave its verdict when it selected Modi again as its leader. Gaurav Sinha provides his analysis of what investors can expect from India’s newly elected government—that is, Modi 2.0.

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May 21, 2019 Research Alliance The Small-Issuer Premium in Corporate Bonds—BBH

The size of a corporate issuer, measured by its amount of debt outstanding, affects the spread and performance of its bonds.

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May 17, 2019 Research Alliance Quantifying the Credit Risk and Default Runway—Guggenheim Investments

If a recession were to begin today, healthy interest coverage of 4.3x may give high-yield corporate bond and bank loan sectors at least a 12-month runway before default volume increased meaningfully.

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