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

Sep 13, 2019 Research Alliance Can Walmart Change the Status Quo of the Country on Guns?—Eaton Vance

Will U.S. politicians support Walmart’s position?

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Sep 12, 2019 Research Alliance Actionable Insights From Alternative Data—Artisan Partners

How do alternative data sources enhance the Artisan Partners Credit Team’s research efforts? Founding portfolio manager Bryan Krug and team uncover insights from nontraditional data to narrow the opportunity set and identify potential investments.

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Sep 12, 2019 Research Alliance Evaluating ETF Model Portfolios: The Dues & Don’ts—WisdomTree

Ryan Krystopowicz dives deep into ETF model portfolio investing and identifies due diligence best practices for advisors ready to start using model portfolios in their business.

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Sep 12, 2019 Research Alliance New Dynamic Affecting the Bond Market—Eaton Vance

Could negative interest rates be distorting the yield curve as a valid leading indicator?

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Sep 11, 2019 Research Alliance By the Time We Got to Woodstock—WisdomTree

The August jobs report was a disappointment, at least on the surface, but the numbers contained a trend that has not been seen since 1969.

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Sep 10, 2019 Research Alliance A Case For International Small-Caps—Artisan Partners

Investors may be overlooking the substantial universe of international small-cap stocks—an asset class that has historically provided attractive risk-adjusted returns, faster growth potential and diversification benefits. In addition, in this less-efficient market, active managers have increased opportunity to generate value-added results.

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Sep 10, 2019 Research Alliance The Macroeconomic Guessing Game—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Jeremy Schwartz spoke with Peter Boockvar, the chief investment officer and portfolio manager for Bleakley Advisory Group, and Jim Bianco, president and CEO of Bianco Research.

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Sep 10, 2019 Research Alliance Aligned Incentives: Our Key to Navigating the Diverse High Yield Market—Osterweis

In our experience, family-owned private firms and small-to-medium sized public companies are most likely to borrow responsibly and prioritize bondholders ahead of other investors.

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Sep 09, 2019 Research Alliance A Case For Value: A Reason, Not A Season—Artisan Partners

The case for value is a case for prudence, moderation and balance, particularly in a market driven by momentum, excess and imbalance. Investors should consider maintaining value style exposure, especially when it seems most out of favor.

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Sep 09, 2019 Research Alliance What China’s Currency Manipulator Label May Mean for Emerging Markets—Parametric

Now that the Treasury Department has labeled China a currency manipulator, are other emerging market countries in the crosshairs?

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