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Listen to a replay of our third quarter 2019 Litman Gregory research team webinar. Topics covered (among others): deconstructing international stock returns, the repo market, the presidential election, ESG models.
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On September 10, 2019, Litman Gregory's Rajat Jain interviewed David Marcus, portfolio manager of Evermore Global Value (EVGIX), who has invested in Europe for over 30 years. Marcus covered recent conversations with European corporate management and provided examples of companies that can thrive despite the current malaise on the continent.
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Managed futures have been performing well this year. The primary explanation of what’s driving performance this year is being long rates/fixed-income.
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Notes from Litman Gregory's internal Research meeting held August 15, 2019.
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