Thought leadership
Latest Market Updates
Artisan Partners Monthly Commentaries—September 2023
The most recent monthly commentaries for Artisan Partners Funds are now available.
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 ...
Artisan Partners Investor Updates | Register Today
You're invited you to a dinner and investment discussion with Artisan Partners International Value ...
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 ...
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). ...