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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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Listen to a replay of our second quarter 2019 Litman Gregory research team webinar. Topics covered (among others): macroeconomic conditions, monetary policy, yield curve inversion, expected returns for U.S. and European stocks, alternatives, and fixed income positioning changes. The presentation slides are available at the bottom of the page under Resources.
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