Thought leadership
Latest Market Updates
Too good to be true?—BlackRock
What’s ahead for equity markets? BlackRock’s systematic equity experts reveal what is driving thei ...
Spotlight on U.S. fiscal challenges—BlackRock
The U.S. credit rating downgrade highlights the long-term challenges facing U.S. fiscal policy. ...
Artisan Partners Quarterly Commentaries—2Q 2023
The most recent quarterly commentaries for Artisan Partners are now available. We would also like ...
July 2023 Monthly Market Update
Global equity markets rallied in July, with emerging markets leading the way. The MSCI EM Index ga ...
Portfolio Update: Adding the Polen International Growth Fund (POIIX)
The Touchstone Sands International Growth Fund (TCDIX) is closing and will be liquidated on Septem ...
Polen International Growth (POIIX) Due-Diligence Report
The primary objective of the iMGP Berkshire Dividend Growth ETF (BDVG) is to generate a growing st ...
BBH Select Series - Large Cap Fund | Q2 2023 Quarterly Update
The second quarter of 2023 saw a historically narrow market with approximately three quarters of t ...
BBH Limited Duration Fund | Q2 2023 Quarterly Update
The Fund outperformed during the second quarter of 2023, with sector allocation driving performanc ...
BBH Intermediate Municipal Bond Fund | Q2 2023 Quarterly Update
Resilient economic activity and relaxed banking concerns helped push municipal yields higher durin ...
Strategic Income Outlook: So, What’s New with You?—Osterweis
Despite persistent inflation and elevated short-term interest rates, the economy appears to be hol ...
Total Return Outlook: Take a Hike—Osterweis
The economy has held up remarkably well despite the Fed’s tightening program, but with two more hi ...
Equity Outlook: Beware the Narrow Market—Osterweis
The S&P 500 has generated double digit returns so far in 2023, but the gains have been narrowl ...