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Asset Class Research

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

Oct 15, 2019 Research Alliance European Economic Outlook—WisdomTree

On last week’s “Behind the Markets,” Jeremy Schwartz spoke with Stephen Sexauer, CIO of the San Diego County Employees Retirement Association, and José Brito, Chief Economist for Millenniumbcp, a Portuguese bank.

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Oct 15, 2019 Research Alliance When Evaluating Venture-Backed IPOs, Patience Is a Virtue—Osterweis

The venture capital industry has created a robust pipeline of new public companies, but Jim Callinan believes discipline is the key to finding the best opportunities.

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Oct 14, 2019 Research Alliance Value Stocks: Drawdown Mitigators or Aggravators?—WisdomTree

Jeff Weniger illustrates how our dividend-weighting approach has buffered past market declines.

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Oct 09, 2019 Research Alliance Clear and Present Danger? Not So Fast—WisdomTree

There are some economic numbers that imply there is no clear and present danger of a contraction.

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Oct 08, 2019 Research Alliance An Economic Update from Chicago Fed President Charles Evans—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz interviewed Chicago Federal Reserve President Charles Evans during his European trip with the Global Interdependence Center.

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Oct 07, 2019 Research Alliance A Multifactor Approach to Developed Equity Markets—WisdomTree

International equity markets have made headlines this year for all the wrong reasons with lackluster performance and looming uncertainty. Should investors acquiesce and hold on for the ride? Brian Manby and Alejandro Saltiel discuss our unique multifactor approach to investing in developed international equity markets.

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Oct 07, 2019 Research Alliance Eaton Vance Emerging Markets Debt Chart Book—Third Quarter 2019

Inside you’ll find a Q3 recap and Q4 outlook, a wealth of current fundamental, technical and structural metrics, asset allocation analysis and a linkable list of related Advisory Blog posts.

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Oct 03, 2019 Research Alliance Muni Bonds: Red Flags to Navigate—Thornburg

Risks are rising in the muni bond market.

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Oct 03, 2019 Research Alliance World’s Deepest Value Play with Growing Capital Returns—WisdomTree

If you’re looking for one of the world’s most depressed valuations with stocks positioned for a better global growth environment, we believe there are currently few places with multiples as attractive as Japan, says Jeremy Schwartz.

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Oct 02, 2019 Research Alliance Emerging Markets Debt: Determinants of Sovereign Bond Quality and Returns—Eaton Vance

Learn the key drivers of sovereign bond quality and performance, along with the role economic policy plays.

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