In-depth investment research and commentary from Litman Gregory and our Research Alliance
Osterweis Strategic Income Fund Q1 2021 Advisor Teleconference—REPLAY
If you missed the Osterweis Strategic Income Fund quarterly update teleconference, you can listen to the replay.
Osterweis Fund and Osterweis Strategic Investment Fund Q1 2021 Advisor Webinar—REPLAY
If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.
Tradition … Inflation?—Osterweis Total Return Outlook, Second Quarter
Investors aggressively sold off Treasuries in the first quarter in favor of risk assets. We think this is likely to continue as the economy strengthens ...
Nonplussed—Osterweis Strategic Income Outlook, Second Quarter
Although we remain constructive about the economic outlook, the recent increase in speculative activity gives us some pause. We continue to favor a caut...
Solid Fundamentals but Questions Remain—Osterweis Equity Outlook, Second Quarter
Despite a volatile first quarter, economic fundamentals appear to be improving. We are constructive on the equity market in the near-to-medium term, but...
Price Makers, Share Gainers, and Compounding Machines—Osterweis
Defining a quality business is easier said than done. We have found that the highest quality businesses either consistently exercise pricing power while...
Don’t Look Now, But Bond Seasonality Is Turning Bullish—Guggenheim Investments
The summer months tend to deliver stronger-than-average returns for bonds.
A Successful Green New Deal Will Need Private Partners—Guggenheim Investments
A Green New Deal should not be viewed as a big government program, but as an opportunity to reinvent vast swaths of the U.S. economy while pursuing the ...
ESG Integration: Chasing Trends or Managing Risk?—BBH
In 2020, sustainable and ESG funds took in a record $51 billion of capital, continuing a strong trend of asset growth. We at BBH have not rushed to laun...