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

Nov 15, 2019 Research Alliance How to Add Mortgage-Backed Securities and Securitized Debt to Your Fixed Income Arsenal—WisdomTree

Rick Harper explains how investors can implement mortgage-backed securities in their portfolio.

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Nov 13, 2019 Research Alliance As the World Turns—WisdomTree

What a difference a month makes in bond-land. Just when investors thought U.S. Treasury yields were on the verge of moving even lower, a rather visible sell-off ensued. Kevin Flanagan discusses what could have caused such a shift in sentiment.

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Nov 12, 2019 Research Alliance The Impact of Stories on Economics—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Jeremy Schwartz and Jeremy Siegel spoke with Nobel Prize-winning Professor Robert Shiller. The conversation focused on Shiller’s study of narratives and their economic impacts.

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Nov 12, 2019 Research Alliance Rising LNG Tide Changes How It’s Priced and Traded—Thornburg Investment Management

Supply and demand growth in liquefied gas benefits some producers more than others. For investors in U.S. upstream gas producers and Gulf Coast LNG infrastructure, caveat emptor.

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Nov 12, 2019 Research Alliance The Science and Art of Risk Management: Liquidity Risk—Guggenheim Investments

Good risk management leads to good decision making.

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Nov 15, 2019 Research Alliance Life after Libor: SOFR Takes Center Stage as the New Loan Benchmark—Eaton Vance

EVM’s Andrew Sveen and Chris Remington discuss the impact of the not-too-distant transition from Libor to the Secured Overnight Finance Rate (SOFR).

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Nov 13, 2019 Research Alliance California Wildfires: Staying Ahead of Climate Risk in the Muni Market—Eaton Vance

EVM’s Bill Delahunty and Lauren Kashmanian discuss how incorporating climate risk in the credit evaluation process for state and local issuers is increasingly important for muni investors.

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Nov 11, 2019 Research Alliance Value Factor: In-N-Out vs. Shake Shack—WisdomTree

In-N-Out or Shake Shack? There are many ways to judge a burger; there are just as many ways to determine what makes up a good investment factor. Matt Wagner discusses.

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Nov 07, 2019 Research Alliance Time to Seize the European Small-Cap Equity Opportunity—WisdomTree

While sentiment remains weak across Europe, favorable valuations, positive earnings momentum coupled with a slowly improving macro backdrop could provide a timely opportunity to invest in European small caps. Jeremy Schwartz discusses.

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Nov 06, 2019 Research Alliance ROS: Recession Obsession Syndrome—WisdomTree

With the recent economic headlines (trade uncertainty, soft global growth), it was hard for investors to not succumb to recession fears. Despite a slower growth backdrop, Kevin Flanagan defends his base case of no outright recession.

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