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

Jul 23, 2019 Research Alliance Japan After the Election — Focus on Economy, Not Constitution—WisdomTree

Japanese Prime Minister Shinzō Abe and his ruling coalition won a very comfortable majority, but fell short of gaining the two-thirds supermajority required for fast-track constitutional reform in Sunday’s Upper House election. Jesper Koll outlines the key signposts and challenges immediately ahead for Japan.

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Jul 22, 2019 Research Alliance Get the Most out of Emerging Markets—WisdomTree

Through the first six months of the year, emerging markets have lagged most developed markets, despite entering the year poised for a rally and then falling during May’s sell-off. In light of this volatility, Brian Manby discusses how a dividend-weighted approach to emerging market small-cap equities strikes an intriguing balance between return potential and volatility mitigation.

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Jul 22, 2019 Research Alliance Investor Caution in Order as U.S. Economy, Markets Climb Higher—Eaton Vance

Even after a decade of relative tailwinds for the U.S. economy, the existence of roughly $13 trillion in debt securities with negative yields suggests more challenging times may lie ahead.

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Jul 18, 2019 Second Quarter 2019 Research Call Replay

Listen to a replay of our second quarter 2019 Litman Gregory research team webinar. Topics covered (among others): macroeconomic conditions, monetary policy, yield curve inversion, expected returns for U.S. and European stocks, alternatives, and fixed income positioning changes. The presentation slides are available at the bottom of the page under Resources.

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Jul 18, 2019 Research Alliance Time to Reengage with Japan—WisdomTree

Recently, on the “Behind the Markets” podcast, Jeremy Schwartz interviewed Jesper Koll, a Senior Advisor to WisdomTree, on the opportunities in Japan’s equity market. Koll discussed why he believes Japan will be a source of surprise for both economic strength and corporate performance.

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Jul 17, 2019 Research Alliance Fed Watch: Under Pressure—WisdomTree

One overarching question that many investors ask is, Why is the Fed so intent on cutting rates? If judging solely on low unemployment and an impressive June jobs report, many wouldn’t think we should be having a rate-cut discussion. Kevin Flanagan explains why a July rate cut is still likely.

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Jul 17, 2019 Research Alliance High-Yield and Bank Loan Outlook Report—Guggenheim Investments

Investors may be tempted to go down in credit quality in anticipation of a Fed-induced rally in leveraged credit. History suggests this would be ill-advised.

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Jul 17, 2019 Research Alliance The Volatility Risk Premium Explained—Parametric

Most investors accept some level of risk. But that doesn’t mean they like it, especially during volatile markets.

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Jul 16, 2019 Research Alliance Where Are Rates Going? A Conversation with Tom Barkin, Richmond Fed President—WisdomTree

Last week on the “Behind the Markets” podcast, Jeremy Schwartz interviewed Tom Barkin, president of the Federal Reserve Bank of Richmond. The conversation focused on the U.S. economic outlook, interest rates and the upcoming July Fed meeting.

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Jul 15, 2019 Research Alliance How Advisors Can Find Life Balance and Best Serve Their Client Families—WisdomTree

Chris Sleight, TruAdvice founder and successful wealth manager, participates in a Q&A around trends in the industry.

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