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

May 13, 2020 LG Webinar Replay: Fixed Income Markets with BBH

Andrew Hofer and Greg Steier cover a wide swath of fixed-income areas including municipal, investment-grade, and high-yield debt. Hosted by Litman Gregory's Jack Chee.

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May 13, 2020 LG Webinar Replay: Absolute Return with FPA

Steven Romick, CFA, discusses the global investment landscape, applying his go-anywhere, absolute-value, opportunistic approach. Hosted by Litman Gregory chief investment officer Jeremy DeGroot, CFA.

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May 13, 2020 LG Webinar Replay: U.S. Small Cap Equities with SBH

Mark Dickherber, CFA, and Shaun Nicholson, CFA, identify opportunities in this capitalization range, which has disproportionately sold off. Hosted by Litman Gregory's Jack Chee.

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May 13, 2020 LG Webinar Replay: International Equity Markets with Pictet Asset Management

Benjamin Beneche, CFA, and Fabio Paolini, CFA, bring a global perspective across sectors and regions, from developed to emerging markets. Hosted by Litman Gregory's Rajat Jain, CFA.

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Apr 23, 2020 First Quarter 2020 Research Webinar Replay

Listen to a replay of our first quarter 2020 Litman Gregory research team webinar. Topics covered (among others): U.S. stock valuations, managed futures, munis vs. taxable bonds, REITs, the tsunami of federal spending.

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Mar 03, 2020 Responsibly Finding Yield in Today’s World

At current levels in investment-grade and high-yield bond markets, we are cautious. Overall, though, Litman Gregory has been recommending that advisors should allocate part of their clients’ core bond exposure to flexible income strategies and specific higher-quality, liquid segments of the credit markets.

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Jan 27, 2020 Just Markets—A Conversation with DoubleLine's Jeffrey Gundlach

At our Investment Forum, held November 14, 2019, Litman Gregory chief investment officer Jeremy DeGroot interviewed DoubleLine CEO and chief investment officer Jeffrey Gundlach. Their conversation touched on DoubleLine's investing approach, recession risk, interest rates, inverted yield curves, and even the prospect of generational warfare.

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Jan 23, 2020 Fourth Quarter 2019 Research Webinar Replay

Listen to a replay of our fourth quarter 2019 Litman Gregory research team webinar. Topics covered (among others): investment challenges, municipal bonds, U.S. and European stock valuations, value vs. growth, and small vs. large.

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Dec 31, 2019 Tax Trading for Clients: Harder Than It Looks

Tax time and the increased volatility recently are reminders that each year there are likely opportunities in our clients’ portfolios to harvest losses, especially intrayear.

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Dec 26, 2019 The Fed's Sugar High—A Conversation with Guggenheim's Scott Minerd

At our Investment Forum, held November 2019, Litman Gregory senior research analyst Jack Chee interviewed Guggenheim Global CIO Scott Minerd. Their conversation touched on Guggenheim's investing approach, recession risk, the corporate bond market, the trade war, and even immigration.

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