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Investment Commentary

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

Oct 18, 2018 Third Quarter 2018 Research Call Replay

This is a replay of our third quarter 2018 Litman Gregory research team webcast, held October 18, 2018. Topics covered (among others): our equity market views, the value of alternative strategies, our response to Howard Marks's recent memo, Oakmark and Cove Street funds. The presentation slides are available.

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Jul 26, 2018 Second Quarter 2018 Research Call Replay

This is a replay of our second quarter 2018 Litman Gregory research team webcast, held July 26, 2018. Topics covered (among others): our equity market views, underperformance at Cove Street and Northern Cross, and our thesis on managed futures. The presentation slides are available.

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Jul 09, 2018 Protectionism, Trade Wars, and the Emerging Markets

We share an internal memo from the time of President Trump's election regarding emerging markets and protectionism concerns, updated with more current analysis and data. For now, we remain confident in having a modest tactical overweight to emerging markets.

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May 10, 2018 Litman Gregory First Quarter 2018 Research Q&A

Each quarter, we address questions from clients and advisors about our investment views, long-term strategy, and current positioning. Below, we discuss some of the key topics coming out of the first quarter: tariffs and trade wars, portfolio positioning, investing new client money in a volatile market, and more.

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Apr 19, 2018 First Quarter 2018 Research Call Replay

A replay of our first quarter 2018 Litman Gregory research team webcast, held April 19, 2018. Topics covered (among others): active versus passive, tariffs and trade wars, portfolio positioning, and putting new client money to work.

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Apr 05, 2018 First Quarter 2018 Investment Commentary

The 10% market correction this year was short-lived, but it provided a reality check for equity investors. However, the U.S. economy and wider global economy still look solid in the near term. Looking ahead, we have positioned our portfolios for further volatility and likely lower equity returns as the markets ride out what is already a longer-than-usual economic cycle.

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Feb 22, 2018 Market Turbulence and Central Bank Policy Shifts

Following the recent market turmoil, Litman Gregory chief investment officer Jeremy DeGroot shared his thoughts on the investment environment with an audience of our private wealth management clients. We’ve excerpted his comments here.

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Jan 31, 2018 AdvisorIntelligence 360 Views Webinar Replay: What's Ahead for 2018

Here is a replay of our January 10 360 Views Webinar featuring Michael Kass, portfolio manager, Baron Funds; Maria Giraldo, CFA®, Director and Investment Strategist, Guggenheim; and Tushar Yadava, Vice President, iShares Investment Strategist, BlackRock.

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Jan 29, 2018 Litman Gregory Fourth Quarter 2017 Research Q&A

In this quarter's Research Q&A, we discuss inflation, a curve-steepening fixed-income scenario, the U.S. dollar’s valuation, the effect of rising rates on arbitrage, and the recent performance of major equity factors and styles.

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Jan 23, 2018 REITs: A Tough Call in the Face of Rising Rates

We believe REIT fundamentals remain generally healthy, but in today’s rising rate environment, our confidence in how REITs will perform is low. We require an even larger margin of safety when considering a tactical allocation.

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