Third Quarter 2020 Investment Commentary
October 5, 2020
Going into the final quarter of 2020, multiple crosscurrents and uncertainties are presenting both investment risks and opportunities. There are reasons...
Featured
Elections & Investment Decisions
September 28, 2020
A quick review of how we think about elections in general within the context of our overall investment approach.
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.
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...
Second Quarter 2020 Investment Commentary
July 7, 2020
We see several ways for our portfolios to “win” looking out over the next five to 10 years. But we should also steel ourselves for a potential double-di...
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...
June 2020 Monthly Market Update
June 4, 2020
Equity markets are off to a roaring start in the second quarter.
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...