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Latest Market Updates
July 2024 Monthly Market Update
Stock markets hit record highs during the middle of the month. The S&P 500 climbed to a record ...
Comments On Recent Market Volatility
In light of the market’s volatility since the beginning of August, we want to share our current vi ...
Equity Outlook: The Great Lengthening - Osterweis
As the U.S. evolved from a goods economy to a services economy, expansionary cycles more than doub ...
Strategic Income Outlook: (Sittin’ On) The Dock of the Bay - Osterweis
As we survey the economic landscape, we are reminded of Otis Redding’s classic hit, which is all a ...
Inflation Declines in June
Inflation as measured by the change in the Consumer Price Index (CPI) declined meaningfully to 3.0 ...
Second Quarter 2024 Investment Commentary
In the second quarter of 2024, the U.S. economy stayed resilient in an environment where inflation ...
A Generational Opportunity in Bonds | Dolan McEniry
Cash may be offering attractive yields today but has proven to be one of the worst longer-term inv ...
May 2024 Monthly Market Update
Global stock markets rebounded during the month after falling in April. MSCI ACWI jumped 4.6% in M ...
AdvisorIntelligence Research Update | May 2024
Watch a replay of AdvisorIntelligence's Research Update for May 2024 featuring its US investment t ...
Active Pays in Small Cap Growth - Osterweis
We believe there are more mispriced companies in small cap growth than in other equity markets, an ...
April 2024 Monthly Market Update
Global stock markets fell for the first time since October 2023. After a strong five-month rally o ...