Thought leadership
Latest Market Updates
Private and Public Sector Job Growth
The recent jobs report was referred to as a “blockbuster report that shakes up the Fed’s path” acc ...
Strategic Income Outlook: Up, Up, and Away - Osterweis
Credit indices rallied during the third quarter, despite a variety of economic headwinds, and it a ...
Third Quarter 2024 Investment Commentary
It was far from a quiet summer for the financial markets. Markets have been volatile as investors ...
August 2024 Monthly Market Update
A sharp selloff to start August was ignited by disappointing economic data in the US and a hawkish ...
Portfolio Update: Fund Changes to Alpha-Core Portfolios
We are making minor fund changes to the developed international and US small cap equity allocation ...
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 ...