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

Mar 12, 2019 Research Alliance How to Balance Expectations in Today’s Market Environment—WisdomTree

On last week’s “Behind the Markets” Podcast, Liqian Ren and Jeremy Schwartz were joined by Danielle DiMartino, CEO of Quill Intelligence, and David Keller, president and chief strategist at Sierra Alpha Research LLC. Both guests have a defensive mindset on the economy, balancing expectations of the market environment we may encounter this year.

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Mar 06, 2019 Research Alliance U.S. Econ Watch: Searching for Clues—WisdomTree

After at least a month-long delay due to the government shutdown, fixed-income investors have finally been receiving economic data. Kevin Flanagan analyzes the Q4 GDP report.

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Mar 05, 2019 Research Alliance On Sector-Based Research, Machine Learning and Economic Slowdown—WisdomTree

On the latest “Behind the Markets” podcast, Jeremy Schwartz and Liqian Ren talk with Kelvin Zhang and Peter Boockvar.

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Mar 04, 2019 Research Alliance Using Arithmetic to Crush Closet Indexers and Fee Scalpers—WisdomTree

If factor investing makes logical sense—and we think it does—the way to operate an ETF business is to have conviction and reasonable fees. Using simple arithmetic, Jeff Weniger calculates the “hurdle rate,” which quantifies how well active selections need to perform to cover their expense ratios.

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Feb 14, 2019 Research Alliance Baron Funds Q4 2018 Letters

Read letters from CEO & CIO Ron Baron, President Linda Martinson, and all our portfolio managers.

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Feb 07, 2019 Research Alliance A Distinct Approach to Global Investing—Baron Funds

In this piece, Alex Umansky, portfolio manager of Baron Global Advantage Fund, discusses how he finds “big ideas”—unique, competitively advantaged companies driving or benefiting from disruptive change—in global markets.

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Jan 29, 2019 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Q4 2018 Advisor Webinar Replay

If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.

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Jan 24, 2019 Research Alliance Osterweis Capital Management January 2019 Equity Outlook

While there is certainly a litany of worries we can dwell on, we would rather take a more balanced approach. None of these issues is new to us. Meanwhile many economic indicators remain positive and reflect economic strength.

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Jan 14, 2019 Research Alliance Suffering Liquidity Withdrawal Syndrome, Market Gets Its Fix—Thornburg

It appears the “Powell Put” has been exercised as the Fed chief declares no “pre-set” course on rates and no “hesitation” to change its balance sheet runoff. But does the economy still need Fed accommodation, or do markets just want it?

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Dec 18, 2018 Research Alliance U.S. Consumers Poised to Drive Demand in 2019—Osterweis Capital Management

In his 2019 preview, Jim Callinan explains why he feels retail businesses are the likely engines for growth and shares his views on sectors and firms that should outperform.

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