Research
In-depth investment research and commentary from Litman Gregory and our Research Alliance
iShares Midyear 2021 Outlook and ETF Implementation Guide—BlackRock
Explore four key themes shaping the investment landscape for the second half of 2021 and identify potential investment opportunities using ETFs.
Davis Real Estate Fund Semi-Annual Review 2021—Davis Advisors
No matter how compelling the business opportunity, if the balance sheet cannot weather the bad times, the business will suffer (or fail) when those bad ...
A Challenging First Half, but Opportunities Remain—Osterweis
Rising interest rates generated negative year-to-date returns for investment grade bonds in 2021, but the second half of the year looks more promising. ...
Davis Financial Fund Semi-Annual Review 2021—Davis Advisors
As with the Great Depression, we believe the lessons learned from the financial crisis of 2008 dramatically reduced the banking sector's risk and improv...
Student of the Market—BlackRock
Stay ahead of the markets with monthly insights from BlackRock.
Guggenheim Total Return Bond Fund Snapshot
This Guggenheim Total Return Bond fund snapshot contains a summary of key information, including the performance history, the investment philosophy and ...
Why Secular Growth Matters, and How We Find It—Osterweis
Growth stocks have lagged cyclicals so far in 2021, but we remain steadfast in our belief that secular growth is the key to generating long-term returns...
The Davis Edge in China—Davis Advisors
While the headlines coming out of China have led to heightened stock price volatility, we have seen little real world effect on our underlying businesse...
Why Financial Stocks Represent the Most Attractive Opportunity in Today’s Market—Davis Advisors
Despite the sharp market recovery from the COVID panic of 2020, financial stocks remain misunderstood, mispriced and primed for long-term revaluation.
The Fed’s Strategic Play: Closing the Chapter on Its Credit Facilities—Guggenheim Investments
Examining the Fed’s announcement to sell its SMCCF holdings.
The Role of Chinese Assets—BlackRock Investment Institute
The pandemic has sped up rewiring of globalization – with a bipolar U.S.-China world order at its center. Read our latest portfolio perspectives.
Repositioning: The Case for Value—BlackRock
Why a vaccine-led economic re-opening may bode well for value stocks.
Artisan Partners Growth Team Annual Sustainability Report 2020
The Artisan Partners Growth Team explores its overall approach to incorporating ESG and stewardship factors into its investment process.
Artisan Global Equity Fund First Quarter 2021 Update—Artisan Partners
Artisan Partners Global Equity Team members discuss the Global Equity fund's first quarter performance and how it is positioning itself for opportunitie...
Electric Vehicles Have Shifted into High Gear—Osterweis
After idling for decades, electric vehicles (EVs) are finally ready to charge ahead. Changes in the regulatory landscape, decreasing costs, and a substa...
Monthly Commentaries—Artisan Partners
The most recent monthly commentaries for Artisan Partners are now available.
Unpacking the May Jobs Report: Further Progress, but Far from Substantial—Guggenheim Investments
A disappointing May jobs report strengthens our conviction that Fed policymakers will stay the course.
Inflation in 2021: Why It Could Be Different This Time—Osterweis
In our view, the risk of sustained inflation is higher now than at any point in recent memory, and we believe that fixed income investors should adopt a...