Equity Outlook: The Times They Are A-Changin’—Osterweis

In 2022, inflation and interest rates both rose substantially, creating the near-term potential fo ...


Macro Alert: Inflation Release Adds to Good News for the Fed…and Bonds—Guggenheim

As we expected, Consumer Price Index (CPI) inflation began to moderate in July with the downturn i ...


Artisan Partners Credit Team Webcast AND Credit Highlights - December 2022

Register today for the Q4 Artisan Partners Credit Team Investor Update. Please join us for an upda ...


Q4 Client Letter & Newsletter Now Available

Our fourth quarter 2022 client letter and newsletter is now available below under Resources.


AdvisorIntelligence Q4 2022 Client PowerPoint Presentation Now Available

The latest AdvisorIntelligence Client PowerPoint presentation is now available.


Guggenheim CIO Scott Minerd

Our hearts go out to the entire Guggenheim organization and his family…


Total Return Outlook: Can I Have Another (Rate Hike)?—Osterweis

2022 was a rough year for fixed income, but we anticipate better days ahead as the Fed will likely ...


Zooming in on Fixed Income as we head into 2023 - December—BlackRock

BlackRock’s Rick Rieder and team argue that return volatility and a “mountain” of rate hikes in 20 ...


Taking Stock: Q1 2023 Equity Market Outlook - December—BlackRock

Stocks are poised to continue their delicate dance into 2023, with earnings worries taking the lea ...


Student of the Market - December—BlackRock

Stay ahead of the markets with monthly insights from BlackRock.


A new investment playbook - December—BlackRock

The new regime of greater economic and market volatility is playing out – and not going away. Read ...


iShares 2023 year-ahead investor guide - December—BlackRock

Learn about the three themes that BlackRock thinks will potentially drive investment opportunities ...