Litman Gregory Chief Investment Officer Jeremy DeGroot and senior research analysts Jack Chee and Jason Steuerwalt were recently featured in CityWire USA Magazine’s cover story Competitive Edge. In the article, they share our research team’s ongoing due diligence approach and discuss what it takes for a manager to be selected for our portfolios.
“Managers hoping to land a spot on Litman Gregory’s recommended list need a clear edge on the competition.”
Read the full story by CityWire Magazine.
Interested in learning more about our research team’s manager selection process?
Read our Selecting Fund Managers blog post.
Capital One Data Breach and Cybersecurity
While the Capital One data breach is not the first of its kind, it is noteworthy in its scale: nearly 106 million of the bank’s customer and applicant accounts were affected. These occurrences remind us of the importance of taking proactive steps to safeguard our personal and financial information. In this post, we outline actions to consider taking to protect your personal data and accounts.
Investment Key Takeaways—Second Quarter 2019
After global stock markets got a jump start on the year thanks to progress in U.S.-China trade negotiations and a newly “patient” Fed, an abrupt breakdown in the trade talks spurred a sharp market sell-off in May. But stock markets rebounded in June with expectations of Fed rate cuts later in the year and (tentative) signs of re-engagement on the U.S.-China trade front.
Commentary from our CIO—Second Quarter 2019
The first half of 2019 saw robust gains across most asset classes, but it certainly wasn’t a smooth ride. Chief Investment Officer Jeremy DeGroot discusses our current outlook on the markets, central bank monetary policy, and the global economy in this quarter’s update.