In-depth investment research and commentary from Litman Gregory and our Research Alliance
Davis New York Venture Fund Annual Review 2021—Davis Advisors
We have not seen such an extreme disconnect between price and value since the late 1990s at the height of the tech and telecom bubble.
Selected American Shares Annual Review 2021—Davis Advisors
Over more than five decades of successful investing, we have built wealth using a simple but powerful equation: Volatility − Emotion = Opportunity
Davis Financial Fund Annual Review 2021—Davis Advisors
We remain optimistic that financial companies—banks and property and casualty insurance companies in particular—are among the most attractively priced i...
Davis Real Estate Fund Annual Review 2021—Davis Advisors
As we reflect on 2020, it occurs to us that for much of the year, real estate securities lived the life of Estragon in Samuel Beckett’s Waiting for Godot.
Sailing the Fixed Income Seas in 2021 Webinar Replay
Covering the risks and opportunities across multiple fixed-income sectors with bond market experts from Litman Gregory, Brown Brothers Harriman (BBH), a...
Taking Stock: Q1 2021 Equity Market Outlook—BlackRock
What can equity investors expect in the fourth quarter? We offer three election observations and a viewpoint on seemingly “high” stock valuations.
Year-End 2020 Investment Commentary
We expect that 2021 will see the end of the pandemic, and our society can then follow markets and the economy in bouncing back.
iShares 2021 Investment Outlook and ETF Implementation Guide —BlackRock
COVID-19 accelerated profound shifts in how economies and societies operate, running across four dimensions: sustainability, inequality, geopolitics and...
Third Quarter 2020 Investment Commentary
Going into the final quarter of 2020, multiple crosscurrents and uncertainties are presenting both investment risks and opportunities. There are reasons...
Second Quarter 2020 Research Webinar Replay
Watch a replay of our second quarter 2020 Litman Gregory research team webinar. Topics covered (among others): the economic recovery, a declining U.S. d...