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

Apr 17, 2019 Research Alliance The Fed vs. the ECB: Who Will Blink First?—WisdomTree

If bond investors have learned anything this year, it is that the “winds of change” can blow in dramatically different directions regarding monetary policy. Kevin Flanagan discusses how market sentiment has shifted from where we were only four months ago.

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Apr 12, 2019 Research Alliance How Severe Will the Next Recession Be?—Guggenheim Investments

In this update to our recession outlook, we explore signs that the next recession will not be as severe as the last one, but it could be more prolonged than usual because policymakers at home and abroad have limited tools to fight the downturn.

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Apr 09, 2019 Research Alliance Goldilocks Economy and the Future of Advice—WisdomTree

On last week’s “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz were joined by Timothy Duy, economics professor at the University of Oregon and Josh Brown, CEO of Ritholtz Wealth Management.

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Apr 08, 2019 Research Alliance Reassessing U.S. Valuations—WisdomTree

Matt Wagner discusses where U.S. equity valuations stand now.

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Apr 01, 2019 Research Alliance The S&P 500: Our Industry’s Oops—WisdomTree

Is cap-weighted indexing as an investment an accident of circumstance? Jeff Weniger shows what could have happened if the S&P 500 was weighted by earnings.

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Mar 26, 2019 Research Alliance What Can Push the Markets Forward in 2019?—WisdomTree

On last week’s episode of the “Behind the Markets” podcast, Jeremy Schwartz was joined by Gene Goldman, director of research and CIO of Cetera Investment Management. The discussion ranged from Goldman’s role at Cetera to recent trends in emerging markets and macro data that might portend a U.S. recession.

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Mar 19, 2019 Research Alliance Worried about Volatility? Focus on Quality—Eaton Vance

The past 10 years made it easy to forget that stocks can be a volatile asset class. Learn how to best prepare for equity uncertainty with tips from our Atlanta Capital affiliate.

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Mar 18, 2019 Research Alliance Boosting Efficiency with Levered 60/40—WisdomTree

When most people think about leverage, they think about it through the lens of added risk. While that’s one view, Ben Tan explains how leverage can also act as a powerful tool for boosting the efficiency of portfolios, even during market volatility.

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Mar 15, 2019 Research Alliance Stocks That Rival Buffett’s Basket of Companies—WisdomTree

Jeremy Schwartz and Kara Marciscano make the case for our quality dividend growth strategy, with aggregate profitability that is comparable to Berkshire’s equity portfolio and a valuation below the S&P 500.

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Mar 13, 2019 Research Alliance U.S. Econ Watch: Stubbing Your Toe—WisdomTree

There’s nothing like a paltry 20,000 gain in total nonfarm payrolls to get market participants talking. That is exactly what happened when the February jobs report was released last week. Kevin Flanagan debates whether this is the beginning of a new, weaker trend or merely like “stubbing your toe.”

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