As concerns mount that the market has become vulnerable to near-term shocks, we remain committed to reducing credit risk and spread duration.READ MORE
Our latest quarterly report includes letters from Ron Baron and Linda Martinson and quarterly performance commentary from our portfolio managers and analysts on our funds.READ MORE
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.READ MORE
Both stocks and bonds have performed well so far this year. Bonds seem to be responding largely to recent declines in inflation (inflation is the enemy of bondholders), while stock investors have had plenty of reasons to propel prices higher, including tame but near-target inflation. We don't see this current state as sustainable for very long—something has to give.READ MORE
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