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

Jul 18, 2019 Second Quarter 2019 Research Call Replay

Listen to a replay of our second quarter 2019 Litman Gregory research team webinar. Topics covered (among others): macroeconomic conditions, monetary policy, yield curve inversion, expected returns for U.S. and European stocks, alternatives, and fixed income positioning changes. The presentation slides are available at the bottom of the page under Resources.

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Jul 18, 2019 Research Alliance Time to Reengage with Japan—WisdomTree

Recently, on the “Behind the Markets” podcast, Jeremy Schwartz interviewed Jesper Koll, a Senior Advisor to WisdomTree, on the opportunities in Japan’s equity market. Koll discussed why he believes Japan will be a source of surprise for both economic strength and corporate performance.

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Jul 17, 2019 Research Alliance Fed Watch: Under Pressure—WisdomTree

One overarching question that many investors ask is, Why is the Fed so intent on cutting rates? If judging solely on low unemployment and an impressive June jobs report, many wouldn’t think we should be having a rate-cut discussion. Kevin Flanagan explains why a July rate cut is still likely.

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Jul 16, 2019 Research Alliance Where Are Rates Going? A Conversation with Tom Barkin, Richmond Fed President—WisdomTree

Last week on the “Behind the Markets” podcast, Jeremy Schwartz interviewed Tom Barkin, president of the Federal Reserve Bank of Richmond. The conversation focused on the U.S. economic outlook, interest rates and the upcoming July Fed meeting.

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Jul 15, 2019 Research Alliance How Advisors Can Find Life Balance and Best Serve Their Client Families—WisdomTree

Chris Sleight, TruAdvice founder and successful wealth manager, participates in a Q&A around trends in the industry.

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Jul 12, 2019 Research Alliance Same Kettle, Different Fish: The Limited Effect of Regions in Emerging Market Returns—Parametric

In this on-demand webcast, Jennifer Sireklove, CFA, Managing Director of Investment Strategy, and Greg Liebl, CFA, Senior Investment Strategist, discuss the myth of regional correlation in emerging markets, a recap of emerging markets in Q2 2019, and Parametric’s Emerging Markets Strategy performance.

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Jul 12, 2019 Research Alliance Baron's Alex Umansky Featured in Investor's Business Daily

Portfolio Manager Alex Umansky was recently featured in Investor’s Business Daily, in the article titled "U.S.-China Trade War? Why This Manager Of One Of The Best Mutual Funds Isn't Worried."

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Jul 10, 2019 Research Alliance American Century Investments Press Release

American Century Investments Hires Eduardo Repetto and Patrick Keating to Launch Avantis InvestorsTM

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Jul 10, 2019 Research Alliance Debunking the Myths of a Model Portfolio Approach—WisdomTree

Model portfolios can help advisors save time that could be dedicated to their clients. So, why aren’t more advisors adopting ETF model portfolios in their practice? Ryan Krystopowicz debunks five myths about a model portfolio approach.

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Jul 09, 2019 Research Alliance Reality Bites—WisdomTree

The much better-than-expected June jobs report has the money and bond markets—and probably the Federal Reserve as well—in a dither. Kevin Flanagan analyzes the data to bring you back to a post-July 4 reality!

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