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

Sep 03, 2019 Research Alliance Measuring Value on Draft Day—WisdomTree

Matt Wagner uses the fantasy football metaphor to make the case for our rules-based ETF, the WisdomTree U.S. LargeCap Fund.

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Aug 28, 2019 Research Alliance Late Inning Relief for High Yield—WisdomTree

Kevin Flanagan and Brendan Loftus discuss how to avoid volatility risk while preserving the potential to earn higher levels of income and participate in a growing part of the economy.

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Aug 27, 2019 Research Alliance What Might Pop the Bond Bubble?—WisdomTree

On last week’s episode of “Behind the Markets”, Jeremy Schwartz spoke with Dave Donabedian, chief investment officer for CIBC Private Wealth Management and Kevin Muir, market strategist for East West Investment Management.

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Aug 26, 2019 Research Alliance What Is the Highest-Yielding Treasury Security?—WisdomTree

The rally in the U.S. Treasury market has created a rather interesting investment backdrop. Recent market events have left investors with some important decisions to make in their fixed income portfolios. Kevin Flanagan helps investors with their decision process.

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Aug 21, 2019 Research Alliance Don’t Know Much About History—WisdomTree

The last two weeks in “bond land” have been extraordinary. Kevin Flanagan provides his perspective on the latest inverted yield curve hysteria through comparison of the last UST 2s/10s inversion from December 2005–June 2007 to the current episode.

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Aug 22, 2019 Managed Futures Performing Well in 2019

Managed futures have been performing well this year. The primary explanation of what’s driving performance this year is being long rates/fixed-income.

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Aug 19, 2019 Research Alliance BBH Core Select and BBH Global Core Select Q2 2019 Call Replay

The Q2 2019 BBH Core Select and BBH Global Core Select Quarterly Conference call recording will be available until August 30, 2019.

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Aug 19, 2019 Research Alliance Do(n’t) Discount Dividend Payers—WisdomTree

Valuing companies based on dividends is well-documented and understood. In practice, though, this theory has been stressed over the last decade. Matt Wagner illustrates the impact on fundamentals from an approach that combines dividends and profitability.

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Aug 15, 2019 Research Alliance Investment-Grade Credit Report: An Impressive First Half—Osterweis

According to John Sheehan, accommodative Fed policy and favorable market technicals drove the investment grade credit market’s strong start to 2019.

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Aug 16, 2019 Research Alliance Convertible Bonds: An Underappreciated Source of Alpha—Osterweis

Although most investors ignore the opportunities presented by these flexible fixed income securities, they are an integral component of our strategy.

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