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

Apr 21, 2019 Research Alliance How to Manage Rising Volatility—WisdomTree

Experienced investors usually do not confuse lack of market volatility with stability. Markets are inherently volatile, which can lurk behind the prevailing calm. Gaurav Sinha discusses a strategy that seeks to provide total returns with lower volatility and higher diversification.

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Apr 18, 2019 Research Alliance March Jobs Report is a Goldilocks Number for the Fed—Eaton Vance

U.S. payroll growth returned to form in March with the economy adding 196k jobs, a bit above the 177k consensus. As far as the Fed goes, this is a perfect Goldilocks number—not too hot and not too cold.

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Apr 18, 2019 Research Alliance Are There Cannabis Stocks in Your Portfolio? Here’s the Straight Dope—Parametric

As marijuana legalization expands and as investment grows in the industry, cannabis stocks’ footprint in the major equity indexes remains small. But that could change.

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Apr 18, 2019 Research Alliance Osterweis Capital Management First Quarter 2019 Equity Outlook

The real truth is that the yield curve has a habit of inverting more often than the economy has of going into recession.

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Apr 17, 2019 Research Alliance The Fed vs. the ECB: Who Will Blink First?—WisdomTree

If bond investors have learned anything this year, it is that the “winds of change” can blow in dramatically different directions regarding monetary policy. Kevin Flanagan discusses how market sentiment has shifted from where we were only four months ago.

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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 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 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 09, 2019 Research Alliance Goldilocks Economy and the Future of Advice—WisdomTree

On last week’s “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz were joined by Timothy Duy, economics professor at the University of Oregon and Josh Brown, CEO of Ritholtz Wealth Management.

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