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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 04, 2019 Research Alliance What Makes EM a Compelling Asset Class?—Artisan Partners

Emerging markets tend to be more volatile—but can that make them more compelling as an asset class? The Sustainable Emerging Markets team shares its views.

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Jun 04, 2019 Research Alliance Are Negative Screens Valuable in Emerging Markets Investing?—Artisan Partners

Negative screens can be a valuable tool in identifying sustainable growth opportunities in emerging markets—but they offer some downside, too. The Sustainable Emerging Markets team elaborates on its view.

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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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Jun 04, 2019 Research Alliance Peter Mallouk of Creative Planning on His “Family Office for All”—WisdomTree

On last week’s "Behind the Markets" podcast, Jeremy Schwartz spoke to Peter Mallouk, president of Creative Planning, a $40 billion registered investment advisor (RIA) and one of the country’s largest independent RIAs. Mallouk discussed what it means to be a fiduciary and how he invests in today’s volatile market.

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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 30, 2019 Research Alliance Platform Businesses: What They Are and Why Own Them—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Jeremy Schwartz was joined by Alex Moazed, Founder and CEO of Applico, and Rafi Aviav, head of WisdomTree Europe’s Product Development team, for a discussion on platform businesses.

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