Thought leadership
Latest Market Updates
Artisan Partners Investment Forum 2024 | Final Days to Register
At this exclusive event, our investment teams will share their global perspectives and discuss the ...
Strategic Income Outlook: Rip Van Winkle Would Be Confused - Osterweis
Despite elevated interest rates, economic conditions improved throughout the first quarter, creati ...
Equity Outlook: Winner Takes Most - Osterweis
Industry consolidation has become commonplace over the past few decades, making scale a critical f ...
Be a comparison shopper: Stronger profits = broader portfolios - RBA's quarterly webinar
Please join Richard Bernstein on Tuesday, April 23rd at 4:15 PM ET to hear our macroeconomic outlo ...
U.S. Corporate Earnings Must RAMP - Scharf Investments
With the S&P 500 at 21.5x 2024 consensus earnings and imminent rate cuts off the table, U.S. c ...
Patience Pays: Leaning Into the Inverted Yield Curve - Osterweis
We have always maintained it is better to accept what the market has on offer than to stretch for ...
The Case for Small-Cap Growth Stocks - Baron Funds
Investors are becoming optimistic that the Fed reached peak rates in 2023 and will start cutting r ...
Small-Cap Companies: Uncover Opportunities For Growth - Baron Funds
Since the start of the Fed’s interest rate hiking cycle in 2022, small-caps— which tend to be rela ...
Are Investors Walking a Tightrope with the Mag 7? - Osterweis
Over the past several years, investors have been rewarded by investing in the Magnificent 7-domina ...
First Quarter 2024 Investment Commentary
In the first three months of 2024, the U.S. economy remained resilient despite short-term rates si ...
Cash from Trash: Renewable Natural Gas - Osterweis
Innovation and growth may not be the first words that come to investors’ minds when thinking about ...
Portfolio Update: Eliminating Emerging-Market Equity Overweight
After a broad review of portfolio positioning in recent quarters, we are eliminating the overweigh ...