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

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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May 24, 2019 Research Alliance Asian Credit Market and the China Trade War—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz spoke with Chad Liu, the founder of Prudence Investment Management and a Wharton graduate, and Dali Yang, a professor of political science at the University of Chicago.

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May 23, 2019 Research Alliance U.S.-China Trade War: The New Long March—Guggenheim Investments

Of all the exogenous events that could possibly derail our long-term economic and market outlook, a full-blown trade war with China is closest to being realized.

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May 20, 2019 Research Alliance Fight Trade Wars with Fundamentals—WisdomTree

Amid the drama in the latest U.S.–China trade war saga, Brendan Loftus explains how improving the underlying fundamentals can help investors navigate what would otherwise be rather uncertain markets.

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May 15, 2019 Research Alliance How Much Do You Know About Tax-Loss Harvesting?—Parametric

There are a lot of myths out there. Here are six true-or-false questions to help you separate fact from fiction when it comes to tax-loss harvesting.

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May 15, 2019 Research Alliance Proxy-Voting Records: Where the Rubber Meets the Road—Eaton Vance

How does Calvert buck the status quo and turn proxy engagement into measurable impact?

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May 10, 2019 Research Alliance What's Performing in China?—WisdomTree

While we remain optimistic that a U.S.–China trade deal will ultimately be reached, investors need greater transparency into what’s performing (or not) in the Chinese equity market. Using the tools that we’ve created, Alejandro Saltiel breaks down performance by a variety of factors including share class.

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May 09, 2019 Research Alliance Is Tax-Loss Harvesting Right for Your Clients?—Parametric

More and more asset managers and advisory platforms are marketing tax-loss harvesting to more and more investors. A bit of caution might be in order.

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May 08, 2019 Research Alliance How the Innovation Factor Can Help Both Portfolios and Economic Growth—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz spoke with Chris Jones and Anne Marie Knott.

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May 02, 2019 Research Alliance U.S.-China Trade: When vs. What—WisdomTree

We believe a formal U.S.-China trade agreement is likely to be signed before the G20 meeting in June. In response, investors may want to have a plan in place, as China is simply too large an opportunity to ignore in global portfolios. Brian Manby lists three factors to consider when investing in Chinese equities.

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