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

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 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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Dec 27, 2018 Tax Trading for Clients: Harder Than It Looks

In a year where nearly everything is down—stocks, bonds, commodities—there were likely a lot of opportunities in our clients’ portfolios to harvest losses. But there are also a lot of considerations.

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Nov 16, 2018 360 Views Webinar Replay: Multifactor Strategies

Here is a replay of our latest webinar on multifactor strategies with AQR's Adrienne Ross, CFA, and WisdomTree's Jeremy Schwartz, CFA.

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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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