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

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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Apr 08, 2019 Research Alliance Reassessing U.S. Valuations—WisdomTree

Matt Wagner discusses where U.S. equity valuations stand now.

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Apr 04, 2019 Research Alliance India: Capture Regional Growth via ex-State-Owned Companies—WisdomTree

Is it the right time to allocate to EM equities? The answer is nuanced and requires an approach that uses a smarter security selection methodology.

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Apr 03, 2019 Research Alliance Did the Fed Cut Rates without Telling Anyone?—WisdomTree

After the March Fed meeting, no more rate hikes appeared to be in the offing for 2019, so naturally, the only place to go from there would be rate cuts. Kevin Flanagan analyzes the Treasury yields that look more like the Fed already cut rates but forgot to tell anyone.

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Apr 03, 2019 Research Alliance The Fed’s "Financial Conditions" Conundrum—Thornburg Investment Management

Just because the market is celebrating the Fed’s policy u-turn doesn’t mean volatility is a thing of the past. Disconnects between fundamentals and assets prices don’t make for market stability.

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Apr 03, 2019 Research Alliance On My Senate Testimony—Eaton Vance

John Streur, Calvert president and CEO, recently testified before the Senate Committee on Banking, Housing, and Urban Affairs in support of mandated ESG disclosures for publicly held securities and current proxy-voting criteria. See John’s latest Advisory Blog post for a recap and link to his full testimony.

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Apr 02, 2019 Research Alliance ECB’s Business Analyst on the Euro, Negative Rates and the Inverted Yield Curve—WisdomTree

Jeremy Schwartz and Wharton Professor Jeremy Siegel speak with Dr. Diego Rodriguez-Palenzuela.

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Apr 01, 2019 Research Alliance The S&P 500: Our Industry’s Oops—WisdomTree

Is cap-weighted indexing as an investment an accident of circumstance? Jeff Weniger shows what could have happened if the S&P 500 was weighted by earnings.

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Apr 01, 2019 Research Alliance Good Old-Fashioned Values—BBH

At BBH, we have invested in municipal bonds for decades. Please join us in celebrating our fund’s fifth birthday today and read on to learn about our strategy and approach.

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Mar 28, 2019 Research Alliance Brexit, Tariffs, and Their Effect on Equity Markets—Parametric Portfolio Associates

As the Brexit debate roils Britain and the EU, what does trade uncertainty portend for global growth—and for the longest bull market in history?

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