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

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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Sep 23, 2019 Research Alliance The Inverted VIX Curve: Why It’s Important—WisdomTree

While the inverted yield curve has been getting a lot of attention among bond investors, there is another curve that inverted recently, and that warrants attention from asset allocators in Q4 2019: the VIX curve.

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Sep 20, 2019 Research Alliance Platform Businesses: The Dominant Business Model of the 21st Century—WisdomTree

On last week’s Behind the Markets podcast, Jeremy Schwartz, Liqian Ren and Kara Marciscano spoke with Nick Johnson, principal at Applico and co-author of the Amazon best seller Modern Monopolies, about the future of platform businesses.

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Sep 19, 2019 Research Alliance Profitability and Prudence in Small-Cap Equities—WisdomTree

Brian Manby discusses a portion of the U.S. small-cap market that steers away from unprofitable companies.

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Sep 18, 2019 Research Alliance Forecasting the Next Recession: Will Rate Cuts Be Enough?—Guggenheim Investments

History shows that once our recession forecast model reaches current levels, aggressive policy can delay recession, but not avoid it.

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Sep 17, 2019 Research Alliance The Case for Cloud Computing—WisdomTree

Last week’s “Behind the Markets” podcast took place in San Francisco at the Cloud 100 event, which celebrated the 100 largest private cloud computing companies in the world, as determined by Forbes.

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