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

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 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 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 07, 2019 Research Alliance The Invisible Influencers Shaping Our Profession—WisdomTree

In a new blog post from our Advisor Insights series, we had the pleasure of speaking with Barron’s Hall of Fame advisor Ron Carson, the founder of Carson Group. Here’s his take on current trends in the market and the industry.

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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 The Search for Sustainable Growth—Artisan Partners

Artisan Partners Global Equity team discusses the attributes it seeks in potential investments in its endeavor to find companies that can sustain earnings growth over the long term.

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Jun 04, 2019 Research Alliance Late-Cycle Credit Investing: Risks and Opportunities—Artisan Partners

With the current credit cycle almost a decade old, investors may be contemplating the appeal of high yield credit markets at this point in the cycle. In this profile, portfolio manager Bryan Krug examines the current state of credit markets and discusses risks and opportunities for credit investors going forward.

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Jun 04, 2019 Research Alliance Data Driven Thematic Opportunities—Artisan Partners

Thematic team portfolio manager Chris Smith discusses his thematic approach and disciplined framework for idea generation.

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