This is a replay of our first quarter 2017 Litman Gregory research team webcast, held April 20, 2017. Topics covered (among others): managed futures strategies, international asset classes and currency impacts, and a brief update on our ESG research. The presentation slides are available at the bottom of the page under Resources.READ MORE
The latest CPI is weaker and the softness was sooner than we expected. More alarming is the recent broad-based deterioration in economic data. Lower inflation expectations have flattened the yield curve recently, which hurt financial stocks. We believe inflation has likely peaked for the time being and patience is the right approach for the reflation trade at this point.READ MORE
All in all, we are experiencing a "steady as she goes" economy and perhaps there could even be some acceleration. If true, this should be good for the stock market. Regardless, we are actively searching for companies whose prospects reflect industry-specific factors independent of broader economic trends that can grow their dividends steadily.READ MORE
A quick survey of the economic landscape suggests the environment should remain supportive of stocks and other risk assets, at least over the next six to 12 months or so. But we continue to believe high current valuations will be a major headwind to U.S. stock market returns looking out longer term. Our portfolios are prepared for higher volatility, and we remain confident in our positioning and in our investment process. Our focus is on prudently managing our diversified portfolios to achieve long-term, risk-adjusted returns.READ MORE
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