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

Jun 24, 2019 Research Alliance The Case for India’s Multiple-Year Bull Market – Part 2—WisdomTree

Recently, we’ve been discussing how India’s structural changes from Modi’s government are setting stocks up for a multiple-year bull run. Gaurav Sinha covers a second fuel for Indian equities that is poised to cause market gains: inflows from domestic investors.

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Jun 17, 2019 Research Alliance Fixed-Income Outlook: Second Quarter 2019—Guggenheim Investments

The Federal Reserve’s policy pivot has supported a rally in most credit sectors, but investors should worry about excesses continuing to build this late in the cycle. Our recession forecasting tools continue to point to a downturn starting in the next six to 12 months.

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Jun 17, 2019 Research Alliance The Simple Belief Behind Systematic Currency Hedging—WisdomTree

Many investors don’t know what to make of currency fluctuations and whether they should take on currency risk or hedge it. Recently, Jeremy Schwartz and James Wood Collins, the CEO of Record Currency Management, discussed how investors around the world look at these directional currency bets.

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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 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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