Thought leadership
Latest Market Updates
Small Cap Growth Investing Across Market Cycles—Osterweis
Markets are unpredictable, which is one of many reasons it is difficult to consistently deliver al ...
First Quarter 2023 Fixed-Income Sector Views—Guggenheim
The emerging theme from our Sector Teams in this edition of Fixed-Income Sector Views is that the ...
Davis Select International ETF Annual Review 2023—Davis Advisors
The year 2022 saw a rapid rise in inflation, which prompted the Fed to raise interest rates to try ...
Davis Select Worldwide ETF Annual Review 2023—Davis Advisors
For 2022, Davis Select Worldwide ETF (DWLD) returned −14.06%, compared with −18.36% for the MSCI A ...
Unexpected Risks and Opportunities from the Inverted Yield Curve—Osterweis
Many investors have attempted to capitalize on the inverted yield curve by purchasing long-term Tr ...
Guggenheim Bond Funds Annual Update
We recently met with Steve Brown, chief investment officer of Guggenheim’s Total Return and Macro ...
Guggenheim Bond Funds Due Diligence Report
Following extensive contact with Guggenheim’s investment team in August 2021, we added Guggenheim ...
FT Op-Ed by Anne Walsh: Investors Should Not Expect Much Relief from Volatility—Guggenheim
2022 was such a white-knuckle year for interest rates and market valuations that investors should ...
Baron Funds 4Q22 Update
Chairman and CEO Ron Baron and our portfolio managers share their thoughts on the Funds’ fourth ...
Davis Opportunity Fund Annual Review 2023—Davis Advisors
What a change from a year ago when stocks werenear all-time highs, interest rates at all-time lows ...
Davis Selected International Fund Annual Review 2023—Davis Advisors
Contributors to performance include international financials such as Denmark’s leading bank Danske ...
Davis International Fund Annual Review 2022—Davis Advisors
Rising interest rates bolstered profitability for banklending operations.