Litman Gregory Senior Advisor Gretchen Hollstein hosts this question and answer session with Chief Investment Officer Jeremy DeGroot. Together they address questions we’ve been receiving from clients on the economy and financial markets given these unprecedented times. Jeremy also provides an overview of how Litman Gregory is navigating the potential impact of the upcoming election and the turbulence surrounding the pandemic.
The webinar slides can be viewed here.
Actions to Take in Uncertain Times
In a volatile environment like the one we find ourselves in today, and experienced just two years ago in 2020, we recognize that some investors feel as though they should make changes in their portfolios—even if just to take action.
Research Update on Market Volatility
Given the renewed market downturn, fed by high uncertainty around inflation and the war in Ukraine, we want to share our most-current views and portfolio positioning with clients and followers of our research.
Commentary from Our CIO—First Quarter 2022
In this commentary, we highlight key developments in the global economy and financial markets. The biggest macro event was Russia’s brutal invasion of Ukraine. As is our job, our focus is on the economic and financial market impact of this event. Clearly, the human impact has been devastating and tragic, and our hearts and support are with the Ukrainian people.