Thought leadership
Latest Market Updates
iMGP DBi Managed Futures Strategy ETF Update with Andrew Beer | October 2023
In this new video update, Andrew Beer covers topics including September performance, portfolio rot ...
Equity Outlook: Mixed Messages—Osterweis
As the second quarter came to a close, the Fed’s elusive soft landing appeared to be within reach. ...
New regime, New opportunities—BlackRock
The new, more volatile economic regime provides different yet abundant investment opportunities. L ...
Taking Stock: Q4 2023 Equity Market Outlook—BlackRock
U.S. stocks have historically performed best in the year’s final quarter. Tony DeSpirito assesses ...
Strategic Income Outlook: The Watched Pot—Osterweis
Like a watched pot that refuses to boil, the much-anticipated recession of 2023 has yet to materia ...
Third Quarter 2023 Investment Commentary
After a strong first half to 2023, global equity markets declined in the third quarter. The S& ...
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 ...
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). ...
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 ...