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Latest Market Updates
Higher Quality High Yield: Addition by Subtraction - Osterweis
High yield bonds have historically delivered attractive long-term returns, and since the Great Fin ...
July 2025 Monthly Market Update
July was an eventful month for markets, as investors balanced encouraging economic data with uncer ...
Equity Outlook: AI Continues to Boom - Osterweis
The market has continued to move higher despite policy uncertainty as fundamentals remain strong a ...
Strategic Income Outlook: What, Me Worry? - Osterweis
The second quarter featured a trade war, armed conflicts in the Middle East and Europe, and contin ...
Second Quarter 2025 Investment Commentary
In the second quarter of 2025, global markets faced a complex mix of encouraging economic data, on ...
Osterweis Strategic Income Fund Q2 Advisor Webinar
Join the Osterweis Strategic Income Fund portfolio managers to hear about 2Q25 results for the fun ...
May 2025 Monthly Market Update
U.S. equity markets rebounded in May, with the S&P 500 gaining 6.3%, its strongest May since 1 ...
Brandes Emerging Markets Value Annual Update
Brandes Emerging Markets Value is a classic value strategy operating in emerging markets. The rela ...
[Webcast] Fixed-Income Outlook - Portfolio Strategy for Uncertain Markets—Guggenheim
Please join Guggenheim Investments on Wednesday, June 4 at 2:00 pm ET for a timely discussion on f ...
Livestream Q&A: U.S. Policy Pivot: Tailwinds for Non-U.S. Equities - Baron Capital
Join Baron Capital for a live webinar on this change with veteran Baron Capital non-U.S./global po ...
April 2025 Monthly Market Update
For the month of April, the S&P 500 ended down just under 1%, masking wild intra-month volatil ...
Equity Outlook: American Exceptionalism Reexamined - Osterweis
While we continue to feel the U.S. has structural investment advantages, we are mindful that the s ...