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

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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Sep 06, 2019 Research Alliance So You’re Worried About a Recession: Three Ways to Protect Your Portfolio—Parametric Portfolio Associates

An inverted yield curve. A trade war. Slowing job growth. Some say recession warning signs are flashing. What can investors do to prepare?

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Sep 05, 2019 Research Alliance ESG Investing in Emerging Markets: Proceed with Caution—Parametric Portfolio Associates

Emerging market companies have different standards for ESG issues. What does this mean for investing in emerging markets if you’re a responsible investor?

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Sep 05, 2019 Research Alliance Transforming How We Work—Artisan Partners

Here, the team discusses compelling opportunities it is finding among companies finding ways to transform how we work.

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Sep 04, 2019 Research Alliance Industrial Process Innovation—Artisan Partners

Currently, the team has identified a number of compelling secular trends that it believes are catalysts for profit acceleration and that will drive growth for some time to come. In this article, the team discusses one of those trends—industrial process innovation.

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Sep 03, 2019 Research Alliance Internal Change Catalysts—Artisan Partners

Here, the team discusses key attributes it looks for in identifying franchises that it believes can enjoy a long-term profit cycle, due primarily to compelling internal change catalysts.

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Aug 30, 2019 Research Alliance Health Care Innovation—Artisan Partners

The Growth team shares its views on the evolution of the health care industry and opportunities it is finding in harnessing this trend.

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Aug 29, 2019 Research Alliance What Sustainability Means to Us—Artisan Partners

For us, sustainability is about the future and implies success over time.

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Aug 27, 2019 Research Alliance Reemergence of Earnings Growth—Artisan Partners

Portfolio manager Maria Negrete-Gruson discusses a key inflection point the team has identified in the profitability of several emerging-market companies.

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