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Latest Market Updates
April 2025 Monthly Market Update
For the month of April, the S&P 500 ended down just under 1%, masking wild intra-month volatil ...
Equity Outlook: American Exceptionalism Reexamined - Osterweis
While we continue to feel the U.S. has structural investment advantages, we are mindful that the s ...
Strategic Income Outlook: Magic 8-Ball Says, “Ask Again Later” - Osterweis
Concerns about a trade war have rattled markets so far in 2025, but we believe fixed income invest ...
DeepSeek Disillusion: Evaluating the Future of AI - Baron Capital
The release of DeepSeek’s large-language model has created a great deal of noise in the market. Ho ...
Ron Baron Discusses Tesla and the Market on CNBC Squawk Box - Baron Capital
The release of DeepSeek’s large-language model has created a great deal of noise in the market. Ho ...
First Quarter 2025 Investment Commentary
In the first quarter of 2025, the global stock market exhibited wide-ranging performances across r ...
Mission to Mars: Investing in SpaceX - Baron Capital
In 2024, SpaceX continued its rapid pace of innovation, achieving numerous milestones in its quest ...
Market Insights – Navigating Market Volatility and Policy Uncertainty
Given the events of “Liberation Day,” and the stock market subsequent selloff, we wanted to publis ...
Sound Bites for Client Discussions - RBA Insights
Uncertainty dominates the day, with market volatility sparking investor questions not seen in year ...
Osterweis Strategic Income Fund Q1 Advisor Webinar
Join the Osterweis Strategic Income Fund portfolio managers to hear about 1Q25 results for the fun ...
Market Insights – Increased Volatility and a Shift in Underlying Trends
Heading into this year we expressed cautiousness and the potential of market volatility, given ele ...
February 2025 Monthly Market Update
The “U.S. exceptionalism” narrative lost some steam in February. The U.S. dollar (DXY Index) fell ...