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

Oct 18, 2019 Research Alliance What Happens When You Dynamically Hedge Currency in an International Portfolio—WisdomTree

Alejandro Saltiel discusses why a dynamic approach to managing currency risk can be a significant source of value.

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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 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 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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Sep 16, 2019 Research Alliance Personality, Progress and Promise in Japanese Leadership—WisdomTree

Jesper Koll discusses the future of Japan.

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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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Aug 15, 2019 Research Alliance Baron Funds "International & EM Equities Update Call with Michael Kass" Replay

Michael Kass, portfolio manager of Baron International Growth Fund and Baron Emerging Markets Fund, hosted a call to discuss emerging market and international equities. The replay is now available.

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Aug 13, 2019 Research Alliance Europe’s Shmoral Shmazard—WisdomTree

The euro won’t stop chopping sideways. Its quiet drift downward has persisted since spring 2018. In the current global climate, the currency could snap violently. Jeff Weniger outlines why he thinks the push will be southward.

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Jul 29, 2019 Research Alliance WisdomTree’s European Barbell Strategy—WisdomTree

Jeremy Schwartz discusses a barbell approach for exposure to Europe for a more bullish view.

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Jul 26, 2019 Research Alliance The Rise of Health Care Security in China—WisdomTree

A newly established superagency, the National Healthcare Security Administration (NHSA), has been charged to lead everything health-care-related in China. If China starts imitating the health care model of U.K.’s National Health Service, the NHSA has the potential to become the world’s biggest employer.

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