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.
We get very poor expected returns for U.S. stocks even after making generous assumptions. While in the case of foreign stocks, we get returns much higher than for U.S. stocks even after significant haircuts to some key fundamental assumptions.
Listen to a replay of our third quarter 2019 Litman Gregory research team webinar. Topics covered (among others): deconstructing international stock returns, the repo market, the presidential election, ESG models. The presentation slides are available below.
Advisors are invited to hear the replay of Litman Gregory’s January 24 Research Call webinar. This quarter we discuss U.S. equity valuations, REITs, our conviction in European stocks, and managed futures performance.
Across the board, it was an extremely difficult year to make money in the financial markets, with almost every asset class and financial market down for the year. The contrast with 2017’s strong market results is also striking—and serves as a useful reminder of the unpredictability of markets.
Advisors are invited to hear the replay of Litman Gregory’s October 18 Research Call webinar. This quarter we discuss our equity market views, the value of alternative strategies, our response to Howard Marks’s recent memo, Oakmark and Cove Street funds.