Research

Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson discusses her team's differentiated perspective on identifying ESG opportunities in emerging economies.

U.S. payroll growth returned to form in March with the economy adding 196k jobs, a bit above the 177k consensus. As far as the Fed goes, this is a perfect Goldilocks number—not too hot and not too cold.

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.

As marijuana legalization expands and as investment grows in the industry, cannabis stocks’ footprint in the major equity indexes remains small. But that could change.

The real truth is that the yield curve has a habit of inverting more often than the economy has of going into recession.

We have tailored our investing process to account for volatility, and to pursue what we believe to be the best representation of the EM opportunity set of the future. One key component of this process is our focus on and disciplined approach to assessing corporate governance.

Portfolio Manager Maria Negrete-Gruson explains how the sustainability of a company's earnings goes hand-in-hand with its ESG factors.

Use deep market data and impactful charts to help educate investors on this distinctive asset class, provide updates on current loan market conditions and performance, explain the potential role of a floating-rate loan allocation within their portfolios and learn why we’re a loan market leader.

If bond investors have learned anything this year, it is that the “winds of change” can blow in dramatically different directions regarding monetary policy. Kevin Flanagan discusses how market sentiment has shifted from where we were only four months ago.

Here, the team discusses compelling opportunities it is finding among companies finding ways to transform how we work.