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 ...


Osterweis Strategic Income Fund Q4 Advisor Webinar

Join the Osterweis Strategic Income Fund portfolio managers to hear about 4Q24 results for the fun ...


AdvisorIntelligence Capital Gains Estimates as of December 4th, 2024

AdvisorIntelligence’s Newest Capital Gains Estimates are now available below under Resources.


Artisan Partners Monthly Commentaries - October 2024

The most recent monthly commentaries for Artisan Partners are now available.