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

Jul 03, 2019 Research Alliance No Heavy Lifting Required—WisdomTree

When looking at the money and bond markets these days, they almost seem to be saying to the Fed, “Would you please cut rates already?” Against this backdrop, Kevin Flanagan continues to advocate for a solution designed to help fixed income investors navigate the waters that loom ahead without making a high conviction bet on where rates are headed: the barbell strategy.

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Jul 02, 2019 Research Alliance “Freedom” Indexing and Marching for the Fallen—WisdomTree

On last week’s episode of the "Behind the Markets" podcast, Liqian Ren and Jeremy Schwartz were joined by Perth Tolle of Life + Liberty Indexes and Wes Gray, CEO of Alpha Architect, to discuss a new index inspired by “freedom” that Tolle created. During the latter portion of the podcast, they discussed the March for the Fallen, a 28-mile hike to honor fallen soldiers from Pennsylvania.

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Jul 02, 2019 Research Alliance Eaton Vance Quarterly Equity Outlook—Second Quarter 2019

A potential Fed rate cut combined with any sign of improvement in the outlook for the global economy, including an easing of trade tensions, will likely be sufficient catalysts to steepen the yield curve.

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Jul 01, 2019 Research Alliance A Quality Decade for International Equities—WisdomTree

Due to the strong performance of quality strategies—and the resilience of the factor during times of market volatility—capital has flowed into quality-focused funds this year. A lot of factor discussions are U.S.-centric, but quality has had a significant performance advantage in developed international markets. Matt Wagner discusses our International Hedged Quality Dividend Growth strategy.

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Jul 01, 2019 Research Alliance Evaluating the Glass Ceiling—Eaton Vance

The investment case for advancing gender equality in corporations is strong and clear. Is the business case for corporations to support more diverse and inclusive workforces, from the boardroom to the front line, the same? Read this new report from Calvert Research and Management.

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Jun 27, 2019 Research Alliance Filtering Out the Noise in Mid-Caps—WisdomTree

U.S. mid-caps have outperformed large caps over the past decade. According to the efficient market hypothesis, any excess returns are simply a by-product of greater risk. Matt Wagner challenges this theory with the decade-long track record of the WisdomTree U.S. MidCap Dividend Fund (DON).

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Jun 26, 2019 Research Alliance UST 10-Year… Where Do We Go from Here?—WisdomTree

After a Federal Reserve meeting like the one last week, it’s always prudent to take a step back and let the dust settle. Kevin Flanagan analyzes the U.S. Treasury (UST) 10-Year yield and poses the question: Where do we go from here?

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Jun 25, 2019 Research Alliance A Modern Game of Thrones: The Three Pillars—WisdomTree

Dr. Raghuram Rajan, former governor of the Bank of India, joined Jeremy Schwartz and Liqian Ren last week on the “Behind the Markets” podcast to discuss his new book, The Third Pillar: How Markets and The State Leave the Community Behind.

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Jun 24, 2019 Research Alliance The Case for India’s Multiple-Year Bull Market – Part 2—WisdomTree

Recently, we’ve been discussing how India’s structural changes from Modi’s government are setting stocks up for a multiple-year bull run. Gaurav Sinha covers a second fuel for Indian equities that is poised to cause market gains: inflows from domestic investors.

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Jun 19, 2019 Research Alliance The Market Thinks It Can Predict What the Federal Reserve Will Do. It Can't.—Parametric

Every time the market tries to anticipate what the Fed will or won’t do, it fails spectacularly. So why do we keep looking for interest rate predictions in all the wrong places?

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