Thought leadership
Latest Market Updates
Wonderful Companies at Wonderful Prices?—Polen Capital
In November 2021, the U.S. Federal Reserve surprised the market by stating its willingness to tigh ...
10 Macro Themes for 2023—Guggenheim
Guggenheim Investments’ Macroeconomic and Investment Research Group identifies 10 macroeconomic tr ...
Municipal Bonds Strategy Insights - "Ghosted"—BBH
Municipal bonds have never been renowned for their liquidity, even in normal market environments. ...
BBH Funds | Q4 2022 Quarterly Updates
The current environment affords our clients the benefit of having their portfolios fully invested ...
The Elephant in the Room—Osterweis
The current debt ceiling debate in Congress is a great reminder that investors should always prepa ...
Brandes Emerging Markets Value Due Diligence Report
Our original due diligence on Brandes Emerging Markets Value was published in June 2014. After res ...
Brandes Emerging Markets Value Annual Update
The phenomenon of value outperforming growth in emerging market equity indexes that began in 2021, ...
Q4 2022 Fund Management Webinar Replay
Watch a replay of iM Global Partner's Fourth Quarter 2022 webinar featuring its US investment team ...
Q1 2023 High Yield & Bank Loan Outlook: 2023 Credit Outlook and Lessons Learned from a Tough Year—Guggenheim
As we look out to the next 12 months, we believe many of the market developments that characterize ...
The Baron Portfolio Manager Webinar Series
Our quarterly webinar series is your chance to hear the thoughts of our portfolio managers on the ...
Sig Segalas, Harbor Capital Appreciation
We were deeply saddened to learn about the passing of Sig Segalas earlier this month.
Artisan Partners Monthly Commentaries—December 2022
The most recent monthly commentaries for Artisan Partners Funds are now available.