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Latest Market Updates
Portfolio Update: Manager Changes
In 2015, when we initiated an allocation to managed futures, our goal was to gain exposure to the ...
July 2025 Monthly Market Update
July was an eventful month for markets, as investors balanced encouraging economic data with uncer ...
Second Quarter 2025 Investment Commentary
In the second quarter of 2025, global markets faced a complex mix of encouraging economic data, on ...
May 2025 Monthly Market Update
U.S. equity markets rebounded in May, with the S&P 500 gaining 6.3%, its strongest May since 1 ...
Brandes Emerging Markets Value Annual Update
Brandes Emerging Markets Value is a classic value strategy operating in emerging markets. The rela ...
Livestream Q&A: U.S. Policy Pivot: Tailwinds for Non-U.S. Equities - Baron Capital
Join Baron Capital for a live webinar on this change with veteran Baron Capital non-U.S./global po ...
April 2025 Monthly Market Update
For the month of April, the S&P 500 ended down just under 1%, masking wild intra-month volatil ...
DeepSeek Disillusion: Evaluating the Future of AI - Baron Capital
The release of DeepSeek’s large-language model has created a great deal of noise in the market. Ho ...
Ron Baron Discusses Tesla and the Market on CNBC Squawk Box - Baron Capital
The release of DeepSeek’s large-language model has created a great deal of noise in the market. Ho ...
First Quarter 2025 Investment Commentary
In the first quarter of 2025, the global stock market exhibited wide-ranging performances across r ...
Mission to Mars: Investing in SpaceX - Baron Capital
In 2024, SpaceX continued its rapid pace of innovation, achieving numerous milestones in its quest ...
Market Insights – Navigating Market Volatility and Policy Uncertainty
Given the events of “Liberation Day,” and the stock market subsequent selloff, we wanted to publis ...