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Latest Market Updates
Comments on the Jobs Data
Recent jobs data has led to some recession worries, fueling expectations of additional Fed rate cu ...
DoubleLine Total Return Bond Fund Annual Update
The DoubleLine Total Return Bond Fund is the firm’s flagship mutual fund. It is a relatively conse ...
August 2025 Monthly Market Update
Throughout August investors were faced with mixed economic data and a steady stream of political h ...
Active ETFs: U.S. Large Cap
Active ETFs are quickly becoming the investment vehicle of choice given their liquidity, transpare ...
iMGP DBi Managed Futures Strategy ETF Due Diligence Report
Minimizing the fee and expense drag (“fee disintermediation”) allows DBi to deliver net returns to ...
iMGP Small Company Fund Due Diligence Report
Since its launch in July 2020, the iMGP Small Company Fund has evolved from a single-manager, smal ...
Portfolio Update: Manager Changes
In 2015, when we initiated an allocation to managed futures, our goal was to gain exposure to the ...
Higher Quality High Yield: Addition by Subtraction - Osterweis
High yield bonds have historically delivered attractive long-term returns, and since the Great Fin ...
July 2025 Monthly Market Update
July was an eventful month for markets, as investors balanced encouraging economic data with uncer ...
Equity Outlook: AI Continues to Boom - Osterweis
The market has continued to move higher despite policy uncertainty as fundamentals remain strong a ...
Strategic Income Outlook: What, Me Worry? - Osterweis
The second quarter featured a trade war, armed conflicts in the Middle East and Europe, and contin ...
Second Quarter 2025 Investment Commentary
In the second quarter of 2025, global markets faced a complex mix of encouraging economic data, on ...