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

Oct 21, 2019 Research Alliance The U.S. Stock Market’s Moment(um) of Truth—WisdomTree

Jeff Weniger analyzes sector exposure to determine whether the value trend could continue.

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Oct 16, 2019 Research Alliance Osterweis Capital Management Third Quarter 2019 Equity Outlook

One of the reasons we are focusing on dominant companies is that we feel we are moving toward more of a "winner take all" economy.

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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 01, 2019 Research Alliance What’s Driving the Market Rotation from Growth to Value?—Thornburg

A rising Treasury yield amid better economic data, easing macro risk and a few more monetary injections may be spurring the rotation. Corroborating, so far, a “mid-cycle adjustment”?

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Sep 30, 2019 Research Alliance Share Buybacks: The Other Dividend—WisdomTree

Jeff Weniger discusses strategies that focus on buybacks and shareholder yield.

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Sep 27, 2019 Research Alliance How to Replace FAANGs with Cloud—WisdomTree

Jianing Wu discusses why cloud-based businesses represent an attractive alternative to mega-cap companies in the Technology sector.

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