Research
In-depth investment research and commentary from Litman Gregory and our Research Alliance
Baron Funds 1Q21 Quarterly Letters
Read quarterly letters from Chairman & CEO Ron Baron, President and COO Linda Martinson, and all our portfolio managers to learn more about the Firm, Fu...
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.
The Coming Disinflation—Guggenheim Investments
Supply chain disruptions may be a near-term challenge, but base effects will slow inflation next year.
First Quarter 2021 Research Webinar Replay
Watch a replay of our first quarter 2021 Litman Gregory research team webinar.
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...
A Sea Change in Global Investing—BlackRock
Integrating climate into portfolios with ETFs.
Investor Guide to Higher Inflation—BlackRock
Four reasons inflation is poised for a pick-up and what it means for stocks, bonds, and commodities.
What’s Been Driving Commodities?—BlackRock
Investors turn to commodities amid rising inflation concerns.
Student of the Market—BlackRock
Stay ahead of the markets with monthly insights from BlackRock.
Monthly Commentaries—Artisan Partners
The most recent monthly commentaries for Artisan Partners are now available.
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...
The Fed’s Mixed Messaging on the Yield Curve—Guggenheim Investments
Fed Chair Jay Powell is giving conflicting guidance to bond investors.