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

Sep 13, 2019 Research Alliance Can Walmart Change the Status Quo of the Country on Guns?—Eaton Vance

Will U.S. politicians support Walmart’s position?

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Sep 11, 2019 Research Alliance By the Time We Got to Woodstock—WisdomTree

The August jobs report was a disappointment, at least on the surface, but the numbers contained a trend that has not been seen since 1969.

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Sep 10, 2019 Research Alliance The Macroeconomic Guessing Game—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Jeremy Schwartz spoke with Peter Boockvar, the chief investment officer and portfolio manager for Bleakley Advisory Group, and Jim Bianco, president and CEO of Bianco Research.

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Sep 09, 2019 Research Alliance A Case For Value: A Reason, Not A Season—Artisan Partners

The case for value is a case for prudence, moderation and balance, particularly in a market driven by momentum, excess and imbalance. Investors should consider maintaining value style exposure, especially when it seems most out of favor.

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Sep 06, 2019 Research Alliance So You’re Worried About a Recession: Three Ways to Protect Your Portfolio—Parametric Portfolio Associates

An inverted yield curve. A trade war. Slowing job growth. Some say recession warning signs are flashing. What can investors do to prepare?

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Sep 06, 2019 Research Alliance Why We’re Bullish on Cloud Computing—WisdomTree

Cloud adoption is taking place across the broader economy, and we believe investors may want to make the “shift to cloud” in their portfolios.

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Sep 05, 2019 Research Alliance Transforming How We Work—Artisan Partners

Here, the team discusses compelling opportunities it is finding among companies finding ways to transform how we work.

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Sep 05, 2019 Research Alliance Finding Sustainable Growth in Financial Exchanges—Artisan Partners

Artisan Partners Global Equity Team discusses the sustainable growth opportunities it's finding in the consolidated global financial exchanges industry.

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Sep 04, 2019 Research Alliance Industrial Process Innovation—Artisan Partners

Currently, the team has identified a number of compelling secular trends that it believes are catalysts for profit acceleration and that will drive growth for some time to come. In this article, the team discusses one of those trends—industrial process innovation.

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Sep 03, 2019 Research Alliance Measuring Value on Draft Day—WisdomTree

Matt Wagner uses the fantasy football metaphor to make the case for our rules-based ETF, the WisdomTree U.S. LargeCap Fund.

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