Thought leadership
Latest Market Updates
AdvisorIntelligence Capital Gains Estimates as of September 30th, 2025
AdvisorIntelligence’s Newest Capital Gains Estimates are now available below under Resources.
Guggenheim Bond Funds Annual Update
Following the most recent Fed meeting, Guggenheim was somewhat surprised to see only one dissent, ...
Third Quarter 2025 Investment Commentary
Investors are navigating a demanding environment, where forces are pulling in opposite directions. ...
Government Shutdown
The U.S. government has shut down for the first time since January 2019. Since the modern budget p ...
SBH Small Cap Value Fund Annual Update
The SBH Small Cap Value fund seeks to identify companies that have the potential for significant i ...
iMGP High Income Fund is Now the iMGP Low Duration Income Fund
iMGP High Income Fund is Now the iMGP Low Duration Income Fund
Comments on the Jobs Data
Recent jobs data has led to some recession worries, fueling expectations of additional Fed rate cu ...
FMI Large Cap Fund Annual Update
The FMI Large Cap Fund seeks to buy good businesses at value prices. Some of the characteristics o ...
DoubleLine Total Return Bond Fund Annual Update
The DoubleLine Total Return Bond Fund is the firm’s flagship mutual fund. It is a relatively conse ...
August 2025 Monthly Market Update
Throughout August investors were faced with mixed economic data and a steady stream of political h ...
Active ETFs: U.S. Large Cap
Active ETFs are quickly becoming the investment vehicle of choice given their liquidity, transpare ...
iMGP DBi Managed Futures Strategy ETF Due Diligence Report
Minimizing the fee and expense drag (“fee disintermediation”) allows DBi to deliver net returns to ...