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In-depth investment research and commentary from Litman Gregory and our Research Alliance

Jul 20, 2017 Second Quarter 2017 Research Call Replay

This is a replay of our second quarter 2017 Litman Gregory research team webcast, held July 20, 2017. Topics covered (among others): U.S. stock valuations, portfolio allocations, managed futures, and socially conscious investing.

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Apr 20, 2017 First Quarter 2017 Research Call Replay

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.

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Apr 06, 2017 First Quarter 2017 Investment Commentary

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.

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Jan 19, 2017 Fourth Quarter 2016 Research Call Replay

This is a replay of Litman Gregory's fourth quarter 2016 research team webcast, held January 19, 2017. Topics covered (among others): recent portfolio underperformance, a Trump presidency, foreign stocks, and alternative strategies.

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Dec 31, 2016 Qualities that Define Litman Gregory

Co-founder Ken Gregory shares his thoughts on Litman Gregory’s key strengths and what makes us unique.

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Jan 06, 2017 Year-End 2016 Investment Commentary

In our year-end investment commentary, we look back at 2016 as well as ahead to 2017. Several trend reversals occurred in 2016 that leave us hopeful the portfolios we manage will outperform in the coming years. Finally, we speak to client concerns regarding our overweight to foreign stocks and how a potential “regime shift” in financial markets and the global economy would impact our positions.

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