HOME     Research


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

Sep 26, 2019 Research Alliance Bond-Friendly Environment Driving Tax-Aware Investor Demand for Munis—Eaton Vance

EVM’s Nisha Patel makes a timely, three-point case for an allocation to tax-advantaged muni bonds.

Read more
Sep 25, 2019 Research Alliance An Interview with the Fed’s James Bullard—WisdomTree

On the latest “Behind the Markets” podcast, Jeremy Schwartz and Professor Jeremy Siegel interviewed James Bullard, president and CEO of the Federal Reserve Bank of St. Louis about the last week’s Fed meeting and the outlook for monetary policy.

Read more
Sep 24, 2019 Research Alliance India’s “Trump” Card: Tax Cuts!—WisdomTree

Gaurav Sinha analyzes what this tax cut means for different sectors and how investors might benefit.

Read more
Sep 23, 2019 Research Alliance The Inverted VIX Curve: Why It’s Important—WisdomTree

While the inverted yield curve has been getting a lot of attention among bond investors, there is another curve that inverted recently, and that warrants attention from asset allocators in Q4 2019: the VIX curve.

Read more
Sep 20, 2019 Research Alliance Platform Businesses: The Dominant Business Model of the 21st Century—WisdomTree

On last week’s Behind the Markets podcast, Jeremy Schwartz, Liqian Ren and Kara Marciscano spoke with Nick Johnson, principal at Applico and co-author of the Amazon best seller Modern Monopolies, about the future of platform businesses.

Read more
Sep 19, 2019 Research Alliance Profitability and Prudence in Small-Cap Equities—WisdomTree

Brian Manby discusses a portion of the U.S. small-cap market that steers away from unprofitable companies.

Read more
Sep 18, 2019 Research Alliance Forecasting the Next Recession: Will Rate Cuts Be Enough?—Guggenheim Investments

History shows that once our recession forecast model reaches current levels, aggressive policy can delay recession, but not avoid it.

Read more
Sep 18, 2019 Research Alliance Fed Watch: It Takes Two—WisdomTree

Kevin Flanagan discusses whether another cut in December is likely.

Read more
Sep 17, 2019 Research Alliance The Case for Cloud Computing—WisdomTree

Last week’s “Behind the Markets” podcast took place in San Francisco at the Cloud 100 event, which celebrated the 100 largest private cloud computing companies in the world, as determined by Forbes.

Read more
Sep 16, 2019 Research Alliance Personality, Progress and Promise in Japanese Leadership—WisdomTree

Jesper Koll discusses the future of Japan.

Read more


Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.