Equity Investment Outlook: Globalization in Retreat—Osterweis

Concerns about the Ukraine war, inflation, and the Fed were top of mind last quarter, but a lesser ...


Monthly Commentaries - March 2022—Artisan Partners

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


Advisor Portfolio Universe & Trends – RIA Spring 2022—BlackRock

Analysis of RIA models collected from across the industry over the prior 12 months.


Looking for a winning strategy in a world of inflation—BlackRock

Do bonds always go up when stocks go down? Investors look to alternative strategies in the search ...


Total Return Outlook: Encore! Encore?!—Osterweis

Russia’s invasion of Ukraine has exacerbated inflation, which was already rising. The big question ...


Strategic Income Outlook: War is Hell—Osterweis

The war in Ukraine has further complicated the investment backdrop, and fears of a recession are r ...


A good tax discussion makes clients glad they hired you—BlackRock

Tax season is an opportunity to reinforce your value as an advisor. See our framework for making t ...


Student of the Market: April Edition—BlackRock

Stay ahead of the markets with monthly insights from BlackRock.


First Quarter 2022 Research Webinar Replay

Watch a replay of iM Global Partner's First Quarter 2022 webinar featuring its US investment team. ...


Osterweis Fund and Osterweis Growth & Income Fund Q1 Advisor Webinar—Osterweis

Join the Osterweis Fund and Osterweis Growth & Income Fund (formerly Strategic Investment Fund ...


Reminder to Register | Exclusive Webcast: Introducing Our Newest Team—Artisan Partners

Please join us for an exclusive webcast with Michael Cirami, founder and lead portfolio manager of ...


Osterweis Strategic Income Fund Q1 Advisor Webinar—Osterweis

Join the Osterweis Strategic Income Fund portfolio managers to hear about 1Q22 results for the fun ...