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Latest Market Updates
Berkshire Asset Management Newsletter: Investment Narrative - September 2023
The frenzy of growth stocks partly fueled by AI is on full display in ‘23.
The Heightened Risk of Passive in U.S. Large-Cap Growth - Polen Capital
This year, equity markets have delivered a one-two punch of concentration and narrowness in large ...
Osterweis Strategic Income Fund Q3 Advisor Webinar
Join the Osterweis Strategic Income Fund portfolio managers to hear about 3Q23 results for the fun ...
Catching the Wave: Why Secular Growth Matters—Osterweis
In our view, the specific market dynamics that influence a company's growth prospects have a great ...
Research Team Changes
In June 2021, Litman Gregory became part of global asset management firm iM Global Partner (iMGP). ...
You’re Invited | Artisan International Value Update and Dinner
You're invited you to a dinner and investment discussion with Artisan Partners International Value ...
Why investors in retirement may want to consider an income approach—BlackRock
We examine the accumulation vs decumulation story in today’s markets to showcase why an income-cen ...
Factors & the Magnificent Seven—BlackRock
Factors tend to favor breadth over concentration. Narrow leadership by the Magnificent Seven has b ...
Artisan Partners Monthly Commentaries—August 2023
The most recent monthly commentaries for Artisan Partners Funds are now available.
Making the Move to Mortgage-Backed Securities—BlackRock
Mortgage-backed securities (MBS) can be a high-quality diversifier in fixed-income portfolios. Our ...
Three things to know about individual investor ETF activity—BlackRock
Fast facts from Q2 2023 on how individual investors are engaging with the U.S. ETF market.
7 ways investing is like long-distance running—BlackRock
What do investing and marathon running have in common? Quite a bit, according to Gargi Pal Chaudhu ...