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

Apr 12, 2019 Research Alliance How Severe Will the Next Recession Be?—Guggenheim Investments

In this update to our recession outlook, we explore signs that the next recession will not be as severe as the last one, but it could be more prolonged than usual because policymakers at home and abroad have limited tools to fight the downturn.

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Apr 10, 2019 Research Alliance Putting the Cart before the Horse—WisdomTree

It’s all about the data, with the jobs report being front and center. But what happens when the data doesn’t fit into the Treasury market’s narrative? Kevin Flanagan discusses.

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Apr 17, 2019 Research Alliance Assessing Corporate Governance—Artisan Partners

We have tailored our investing process to account for volatility, and to pursue what we believe to be the best representation of the EM opportunity set of the future. One key component of this process is our focus on and disciplined approach to assessing corporate governance.

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Apr 16, 2019 Research Alliance Where We Are Finding Growth: Transforming How We Work—Artisan Partners

Here, the team discusses compelling opportunities it is finding among companies finding ways to transform how we work.

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Apr 15, 2019 Research Alliance Investing in the Automobile of the Future—Artisan Partners

The automobile industry is experiencing massive change as a result of increased demand for electric and hybrid cars that require batteries and the evolution of autonomous driving features that rely on connectivity. We believe these structural shifts are enduring and offer potential opportunities for long-term oriented investors, such as ourselves.

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Apr 12, 2019 Research Alliance What Sustainability Means to Us—Artisan Partners

For us, sustainability is about the future and implies success over time.

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Apr 08, 2019 Research Alliance Reassessing U.S. Valuations—WisdomTree

Matt Wagner discusses where U.S. equity valuations stand now.

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Apr 04, 2019 Research Alliance India: Capture Regional Growth via ex-State-Owned Companies—WisdomTree

Is it the right time to allocate to EM equities? The answer is nuanced and requires an approach that uses a smarter security selection methodology.

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Apr 11, 2019 Research Alliance Always Remember to Look Under the Hood—American Century Investments

By looking under the hood, you can help ensure clients have portfolios that reflect their objectives—and potentially save them substantial costs down the road.

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Apr 11, 2019 Research Alliance A Sneak Peek into the World’s Largest and Most Expensive Democratic Exercise—WisdomTree

Gaurav Sinha shares some key facts and figures for this mammoth exercise.

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