In-depth investment research and commentary from Litman Gregory and our Research Alliance
Osterweis Strategic Income Fund Q2 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 Q2 2021 Advisor Webinar—REPLAY
If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.
A Market in Flux—Osterweis Equity Third Quarter Outlook
Equities continued to rally in the second quarter, but the market remains undecided about whether the recent uptick in inflation is more likely to be tr...
Transitory, or Not Transitory? That is the Question—Osterweis Total Return Third Quarter Outlook
Despite a strengthening economy in the second quarter, investors were highly focused on the Federal Reserve’s response to the recent spike in inflation ...
FAIT Accompli?—Osterweis Strategic Income Third Quarter Outlook
Our economic outlook remains constructive, though we recognize it’s still too soon to know whether the current bout of inflation is transitory. Given th...
Selected American Shares Semi-Annual Review 2021—Davis Advisors
Financials remain the cheapest sector in the market.
Clipper Fund Semi-Annual Review 2021—Davis Advisors
Over the longer term, human ingenuity has led to stunning progress in addressing a vast range of horrific global challenges.
Davis New York Venture Fund Semi-Annual Review 2021—Davis Advisors
While the pandemic of 2020 extracted an awful toll on so many families, it also highlighted the inventiveness, creativity and ingenuity of our society.
Selected International Fund Semi-Annual Review 2021—Davis Advisors
Today the Big Tech antitrust review in China seems driven by similar goals and circumstances to the reviews ongoing for many years in other countries.
Davis Opportunity Fund Semi-Annual Review 2021—Davis Advisors
In certain spots, speculative valuations have bubbled up. That does not describe the whole market.
Davis International Fund Semi-Annual Review 2021—Davis Advisors
The trend of stricter regulatory oversight of Big Tech is one that is global in nature.
Davis Global Fund Semi-Annual Review 2021—Davis Advisors
Starting in earnest in November 2020, the Chinese government embarked on a comprehensive antitrust review of the consumer technology sector.
Davis Appreciation and Income Fund Semi-Annual Review—Davis Advisors
The financial resiliency and health of most major economies have been tested, but one by one, they are beginning to show the green shoots of recovery.
Still No Reason to Panic About Inflation—Guggenheim Investments
Taking a look at the upside surprise in June’s CPI.
What’s Risen Faster Than Inflation? Dividends—BlackRock
Income investors can help tame inflation and low rates with dividend-growth stock ETFs.
2021 Midyear Global Outlook: Looking Beyond the Restart—BlackRock
We remain pro-risk as the powerful economic restart plays out. What lies beyond? The post-2008 crisis playbook won’t work, in our view, and how a higher...