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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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Jun 04, 2019 Research Alliance The Artisan Difference

Thematic team portfolio manager Chris Smith explains why Artisan Partners is the right place for his team.

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Jun 04, 2019 Research Alliance Thematic Idea Generation—Artisan Partners

Thematic team portfolio manager Chris Smith discusses his team’s thematic approach to idea generation.

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Jun 04, 2019 Research Alliance Data and the IoT—Artisan Partners

Thematic team portfolio manager Chris Smith discusses the opportunities his team is finding thanks to the rising importance of the Internet of things (IoT).

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Jun 03, 2019 Research Alliance Small-Cap Investors: Time to Listen More Closely—WisdomTree

With the Fed officially putting further rate hikes on hold for 2019 and publicly acknowledging some softness in the global economy, it may be time asset-allocators listen more closely to Fed warnings. Matt Wagner discusses.

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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 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 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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