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Portfolio Updates

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

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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Jan 18, 2018 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 the U.S. economy, asset class updates, the impact of tax reform, and tax planning.

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Oct 19, 2017 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 economy, stock valuations, alternative strategies, and our latest manager due diligence.

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Jul 20, 2017 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 valuations, portfolio allocations, managed futures, and socially conscious investing.

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Apr 20, 2017 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 strategies, international asset classes and currency impacts, and a brief update on our ESG research. The presentation slides are available at the bottom of the page under Resources.

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Jan 19, 2017 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 underperformance, a Trump presidency, foreign stocks, and alternative strategies.

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