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

Mar 19, 2019 Research Alliance Worried about Volatility? Focus on Quality—Eaton Vance

The past 10 years made it easy to forget that stocks can be a volatile asset class. Learn how to best prepare for equity uncertainty with tips from our Atlanta Capital affiliate.

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Mar 19, 2019 Research Alliance Democratize Quant, India and the Oil Market—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz and Liqian Ren spoke with Wes Gray, CEO of Alpha Architect; Gaurav Sinha, Associate Director of Asset Allocation and Modern AlphaTM at WisdomTree; and Jay Hatfield, CEO of InfraCap.

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Mar 18, 2019 Research Alliance Boosting Efficiency with Levered 60/40—WisdomTree

When most people think about leverage, they think about it through the lens of added risk. While that’s one view, Ben Tan explains how leverage can also act as a powerful tool for boosting the efficiency of portfolios, even during market volatility.

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Mar 15, 2019 Research Alliance Stocks That Rival Buffett’s Basket of Companies—WisdomTree

Jeremy Schwartz and Kara Marciscano make the case for our quality dividend growth strategy, with aggregate profitability that is comparable to Berkshire’s equity portfolio and a valuation below the S&P 500.

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Mar 14, 2019 Research Alliance How to Position for a Rebound in China—WisdomTree

Chinese equities have ripped higher this year, and we see catalysts to support further gains. But not all China exposures are created equal. Jianing Wu discusses how to invest in China broadly.

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Mar 14, 2019 Research Alliance Investment Taxes: Don’t Ignore the Tail—Parametric Portfolio Associates

Don’t think the tax tail should wag the investment dog? A look at the data from 2018 may change your thinking—and your choice of animal metaphors.

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Mar 14, 2019 Research Alliance Addressing Climate Change Through Fixed-Income—Wells Fargo Asset Management

WFAM’s fixed-income roundtable discusses market opportunities that can help create a climate-resilient world.

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Mar 13, 2019 Research Alliance The Outlook for Shifting Dynamics of Emerging Markets Firms—Artisan Partners

It’s a mistake to consider emerging markets investing as merely a leveraged bet on developed markets. As bottom-up stock pickers, the key is finding companies that can compete and grow even when the global economic winds are not at their back.

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Mar 13, 2019 Research Alliance U.S. Econ Watch: Stubbing Your Toe—WisdomTree

There’s nothing like a paltry 20,000 gain in total nonfarm payrolls to get market participants talking. That is exactly what happened when the February jobs report was released last week. Kevin Flanagan debates whether this is the beginning of a new, weaker trend or merely like “stubbing your toe.”

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Mar 12, 2019 Research Alliance Managing Bouts of Volatility—Artisan Partners

Bouts of volatility can strain financial markets, especially in emerging economies. But this volatility is a feature of EM investing, not a bug, and to EM investors it represents the best prospects for higher long-term growth.

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