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Investment Commentary

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

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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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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