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Latest Market Updates
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 ...
Investors rediscover the importance of getting paid back—BlackRock
Rick Rieder and team argue that one of the most important questions investors should ask today is ...
Artisan Partners Monthly Commentaries—June 2023
The most recent monthly commentaries for Artisan Partners Funds are now available.
Economic resilience complicates hedging with bonds—BlackRock
Russ Koesterich, CFA, JD, Managing Director and Portfolio Manager of the Global Allocation team di ...