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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.Read more
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.Read more
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.Read more
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