Monthly Commentaries—Artisan Partners
March 9, 2021
The most recent monthly commentaries for Artisan Partners are now available.
Research Alliance
A Drunk Man in the Snow: The Random Walk of Interest Rates—Guggenheim Investments
March 4, 2021
Investors’ reach for yield puts downward pressure on 10-year Treasury rates, likely rendering the current yield unsustainable.
A Ripe Environment for Strong Credit Performance—Guggenheim Investments
February 26, 2021
Our positive 2021 economic outlook, combined with better-than-expected company fundamentals, supports strong credit performance and spreads.
What’s the Value of a Dollar?—BlackRock
February 10, 2021
Rick Rieder and team think that today’s potent policy cocktail holds key implications for economic growth, markets and the value of a dollar.
Munis Off to a Running Start—BlackRock
February 10, 2021
Market update from BlackRock's municipal bond team.
Financial Advisors’ Guide to 2021—BlackRock
February 10, 2021
Implications of the BII outlook for 2021 for portfolio construction.
Artisan Partners Investor Update Replays—Fourth Quarter 2020
February 10, 2021
Replays of Artisan Partners' most recent investor updates.
Davis Select Financial ETF Annual Review 2021—Davis Advisors
February 4, 2021
For our bank holdings that possess sizeable investment banking businesses, the surge in trading and underwriting activity spurred on by the COVID-driven...
Davis Select U.S. Equity ETF Annual Review 2021—Davis Advisors
February 4, 2021
The extreme dispersion in returns and valuation makes today’s investment landscape a tale of two markets, as reflected in the enormous gap between the p...