How Sustainable Is the Market & Economic Recovery?
July 27, 2020
We think there is a reasonable case to be made that the market/economic rebound is broadly sustainable.
Asset Class Research
Second Quarter 2020 Research Webinar Replay
July 23, 2020
Watch a replay of our second quarter 2020 Litman Gregory research team webinar. Topics covered (among others): the economic recovery, a declining U.S. d...
Financial Markets: Risks & Opportunities
June 30, 2020
With the global economy trying to dig its way out from the voluntary shutdowns to contain COVID-19, we see both risks and opportunities for financial as...
LG Webinar Replay: Absolute Return with FPA
May 21, 2020
Steven Romick, CFA, discusses the global investment landscape, applying his go-anywhere, absolute-value, opportunistic approach. Hosted by Litman Gregor...
LG Webinar Replay: International Equity Markets with Pictet Asset Management
May 21, 2020
Benjamin Beneche, CFA, and Fabio Paolini, CFA, bring a global perspective across sectors and regions, from developed to emerging markets. Hosted by Litm...
LG Webinar Replay: Fixed Income Markets with BBH
May 21, 2020
Andrew Hofer and Greg Steier cover a wide swath of fixed-income areas including municipal, investment-grade, and high-yield debt. Hosted by Litman Grego...
First Quarter 2020 Research Webinar Replay
April 23, 2020
Listen to a replay of our first quarter 2020 Litman Gregory research team webinar. Topics covered (among others): U.S. stock valuations, managed futures...
Responsibly Finding Yield in Today’s World
March 3, 2020
At current levels in investment-grade and high-yield bond markets, we are cautious. Overall, though, Litman Gregory has been recommending that advisors ...
Fourth Quarter 2019 Research Webinar Replay
January 23, 2020
Listen to a replay of our fourth quarter 2019 Litman Gregory research team webinar. Topics covered (among others): investment challenges, municipal bond...
The Continuing Fat Pitch: Non-Traditional Bonds
January 22, 2020
Attribution analysis tells a compelling story: The combination of our active bond fund selection and our move away from core bonds since the financial c...