Taking Stock: Q1 2021 Equity Market Outlook—BlackRock

What can equity investors expect in the fourth quarter? We offer three election observations and a ...


The Continuing Fat Pitch: Non-Traditional Bonds

Attribution analysis tells a compelling story: The combination of our active bond fund selection a ...


iShares 2021 Investment Outlook and ETF Implementation Guide —BlackRock

COVID-19 accelerated profound shifts in how economies and societies operate, running across four d ...


Reducing the Tax Bite—BlackRock

Why taxes should be central to investment decisions.


UK: A Case Study in Virus Dynamics—BlackRock

We illustrate the dynamics of the three signposts we use in evaluating the virus shock: restart, p ...


Lewis Kaufman Video Series—Artisan Partners

Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, discusses the topics ...


Highlights from Invaluable Insights 2020—Artisan Partners

Global Value team portfolio manager Dan O’Keefe recently joined a stellar panel of legendary value ...


The Emerging Emerging-Markets Crisis—Guggenheim Investments

Global capital markets are not pricing in the growing likelihood of rising EM corporate defaults.


The Faustian Bargain—Guggenheim Investments

The consequences of policymakers returning to the same tools employed in the financial crisis.


The Great Leverage Unwind—Guggenheim Investments

Funding and trading markets are not functioning well due to excessive leverage needing to be unwou ...


Artisan Partners Monthly Commentaries—May 2022

The most recent monthly commentaries for Artisan Partners Funds are now available.