Research
In-depth investment research and commentary from Litman Gregory and our Research Alliance
Jason Brady on Barron’s Live—Thornburg
Jason Brady, president and CEO of Thornburg Investment Management, joins Barron’s to discuss the outlook for financial markets, industry sectors, and in...
Managing China in Emerging Market Equity Portfolios—Thornburg
Chinese stocks, particularly China’s tech stocks, garner huge weightings in emerging market equity indices, presenting both geographic and sector divers...
U.S. Election: Biden Win—BlackRock
In the wake of a contest between starkly different visions for America, the BlackRock Investment Institute explores the implications of the U.S. election.
Reducing the Tax Bite—BlackRock
Why taxes should be central to investment decisions.
Investment Directions: Election 2020 —BlackRock
iShares examines the implications of U.S. elections for investor portfolios.
Student of the Market—BlackRock
Stay ahead of the markets with monthly insights from BlackRock.
#NowMe Episode 11: The Keys to Successful Family Wealth Planning—Thornburg
Jan Blakeley Holman recently appeared on Advisor Perspectives’ podcast and we’re grateful to them for allowing us to share the episode. Jan talks about ...
Keeping Portfolio Balance in Election-Driven Market Volatility—Thornburg
Electoral surprises spur stock and bond market turbulence, but sensibly diversified and balanced portfolios don’t depend on political outcomes.
Finding Sustainable Growth through an ESG Lens—Artisan Partners
The Artisan Partners Global Equity Team discusses how it incorporates ESG considerations in its search for sustainable growth and the compelling investm...
Artisan Partners Investor Update Replays—Third Quarter 2020
Replays of Artisan Partners' most recent investor updates.
Monthly Commentaries—Artisan Partners
The most recent monthly commentaries for Artisan Partners are now available.
Opportunities in Credit Amid Challenging Conditions—Guggenheim Investments
Credit spreads still have room to tighten, but default risk remains elevated in certain sectors.
Fed Liquidity Buoys High-Yield Bonds Struggling to Stay Afloat—Thornburg
Distressed debt exchanges are rising rapidly while default risks remain elevated. Amid a gusher of bond issuance in choppy market conditions, investors ...
Are Emerging Market Equity Strategies a Bet on China?—Thornburg
China and Chinese tech companies are a significant part of the emerging market equities index, and for good reason. But disciplined portfolio diversific...
Potential Impact of Biden’s Economic Plan on Tax-Exempt Munis—Thornburg
Under a Biden administration, municipal bonds could help make America green again.
Osterweis Strategic Income Fund Q3 2020 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 Q3 2020 Advisor Webinar—REPLAY
If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.
Baron Funds 3Q20 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...
In the Eye of the Storm—Guggenheim Investments
The relative calm we feel in the markets right now isn’t the end of the storm, it is just the eye.