Research

How presidential elections affect returns.

Our unrivaled Monthly Market Monitor provides a concise review of economic and asset class data through clear, impactful charts and views. Use it to guide your investing discussions and gain greater understanding of the global financial markets.

Good risk management leads to good decision making.

Supply and demand growth in liquefied gas benefits some producers more than others. For investors in U.S. upstream gas producers and Gulf Coast LNG infrastructure, caveat emptor.

Get our Multi-Asset Credit team’s current positioning and macro views, along with updates on market conditions, valuations, flows, trends and more.

Why active has the potential to outperform passive in fixed income.

While the Fed met expectations in its latest interest rate reduction, it signaled that hikes are a long way off.

Lower-quality credit spreads have more potential to widen than tighten.

EVM’s Bill Delahunty and Carl Thompson recap our municipal bond research team’s annual ranking, with a review of the five strongest and weakest U.S. states.

If you missed the Osterweis Strategic Income Fund quarterly update teleconference, you can listen to the replay.