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

Mar 03, 2020 Responsibly Finding Yield in Today’s World

At current levels in investment-grade and high-yield bond markets, we are cautious. Overall, though, Litman Gregory has been recommending that advisors should allocate part of their clients’ core bond exposure to flexible income strategies and specific higher-quality, liquid segments of the credit markets.

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Jan 27, 2020 Just Markets—A Conversation with DoubleLine's Jeffrey Gundlach

At our Investment Forum, held November 14, 2019, Litman Gregory chief investment officer Jeremy DeGroot interviewed DoubleLine CEO and chief investment officer Jeffrey Gundlach. Their conversation touched on DoubleLine's investing approach, recession risk, interest rates, inverted yield curves, and even the prospect of generational warfare.

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Jan 23, 2020 Fourth Quarter 2019 Research Webinar Replay

Listen to a replay of our fourth quarter 2019 Litman Gregory research team webinar. Topics covered (among others): investment challenges, municipal bonds, U.S. and European stock valuations, value vs. growth, and small vs. large.

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Dec 31, 2019 Tax Trading for Clients: Harder Than It Looks

Tax time and the increased volatility recently are reminders that each year there are likely opportunities in our clients’ portfolios to harvest losses, especially intrayear.

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Dec 26, 2019 The Fed's Sugar High—A Conversation with Guggenheim's Scott Minerd

At our Investment Forum, held November 2019, Litman Gregory senior research analyst Jack Chee interviewed Guggenheim Global CIO Scott Minerd. Their conversation touched on Guggenheim's investing approach, recession risk, the corporate bond market, the trade war, and even immigration.

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Dec 10, 2019 Alcentra’s Leland Hart: No Signs of the Apocalypse

On November 13, we held a call with Alcentra's Leland Hart to discuss the loan market and BNY Mellon Floating Rate Income. He says no signs of the apocalypse in the loan market ... except for investor behavior.

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Oct 17, 2019 Third Quarter 2019 Research Webinar Replay

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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Jul 18, 2019 Second Quarter 2019 Research Call Replay

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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Apr 18, 2019 First Quarter 2019 Research Call Replay

Listen to a replay of our first quarter 2019 Litman Gregory research team webinar. Topics covered (among others): the equity rebound, conditions in Europe, floating-rate loans, managed futures, and emerging-market bonds.

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Jan 24, 2019 Fourth Quarter 2018 Research Call Replay

Listen to a replay of our fourth quarter 2018 Litman Gregory research team webinar. Topics covered (among others): U.S. equity valuations, REITs, our conviction in European stocks, and managed futures performance.

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