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

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 a...

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, tari...

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 au...

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 requi...

Fourth Quarter 2017 Research Call Replay
This is a replay of our fourth quarter 2017 Litman Gregory research team webcast, held January 18, 2017. Topics covered (among others): inflation and th...

Third Quarter 2017 Research Call Replay
This is a replay of our third quarter 2017 Litman Gregory research team webcast, held October 19, 2017. Topics covered (among others): the global econom...

Second Quarter 2017 Research Call Replay
This is a replay of our second quarter 2017 Litman Gregory research team webcast, held July 20, 2017. Topics covered (among others): U.S. stock valuatio...

First Quarter 2017 Research Call Replay
This is a replay of our first quarter 2017 Litman Gregory research team webcast, held April 20, 2017. Topics covered (among others): managed futures str...

What’s So Good (and Bad) About a Strong Dollar
There is no shortage of headlines discussing the U.S. dollar’s rise. Whether the results are broadly positive or negative depends on the reasons for str...

Fourth Quarter 2016 Research Call Replay
This is a replay of Litman Gregory's fourth quarter 2016 research team webcast, held January 19, 2017. Topics covered (among others): recent portfolio u...

“A Focus on Business Succession Consulting” Webinar Replay
On January 18, Litman Gregory AdvisorIntelligence hosted a webinar featuring Chad Perbeck, a senior research consultant at Litman Gregory, and Ron Johns...