Thought leadership
Latest Market Updates
February 2025 Monthly Market Update
The “U.S. exceptionalism” narrative lost some steam in February. The U.S. dollar (DXY Index) fell ...
What is a Small Cap Growth Fund? - Osterweis
In this primer we define small cap growth funds, provide practical suggestions on how to invest in ...
January Inflation Report
The latest data from the U.S. Bureau of Labor Statistics (BLS) reported that headline inflation (C ...
January 2025 Monthly Market Update
After a strong 2024, the U.S. stock market kicked off 2025 in rocky fashion but ended higher with ...
Assessing the Impacts of Tariffs
This past weekend, President Trump announced plans to implement a 25% tariff on imports from Canad ...
Market Outlook / Portfolio Positioning Q4 2024 - Webinar Replay
Watch the replay of the latest webinar with Brian Krawez, President of Scharf Investments.
Equity Outlook: Climbing the Wall of Worry - Osterweis
Equity markets are facing a variety of headwinds, but the economy remains strong, and we believe t ...
Strategic Income Outlook: Magic 8-Ball Says, “Cannot Predict Now”
Although we are loath to make predictions, conditions appear to be favorable for fixed income in t ...
Year-End 2024 Investment Commentary
The U.S. economy and the stock market proved much stronger than many had anticipated in 2024. Ther ...
Artisan Partners Investor Updates | Register Today - January 2025
Register today for upcoming investor updates hosted by Artisan Partners portfolio managers. These ...
iMGP DBi Managed Futures Strategy ETF Update with Andrew Beer | November 2024
In this video, “Simple is Better”, DBMF Co-Portfolio Manager Andrew Beer covers Nov. & YTD per ...
November 2024 Monthly Market Update
After questioning the outcome of the U.S. presidential election throughout October, the uncertaint ...