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Latest Market Updates
Planning for a New World - Artisan Partners
In 2023, we received countless questions from our clients about emerging markets (EM). We’d like t ...
Asset Class Review: Managed Futures
As we enter 2024, the economic environment looks quite different than it did just one year ago. In ...
Asset Class Review: Bonds
Looking to 2024, inflation and Fed policy will continue to be major drivers of bond market returns ...
Asset Class Review: Equities
Within the U.S. market, performance in 2023 was driven by the handful of mega-cap growth stocks (d ...
Equity Outlook: Immaculate Disinflation - Osterweis
The Fed has been walking a tightrope for a while now, trying to tame inflation without crashing th ...
Strategic Income Outlook: Where Are We Going? - Osterweis
The market performed well in 2023, but inflation will likely remain a top concern for both the Fed ...
Artisan Partners Monthly Commentaries—December 2023
The most recent monthly commentaries for Artisan Partners Funds are now available.
2024 Fixed Income: Don't be a hero – RBA Fixed Income Insights
In what was supposed to be the “year of fixed income,” 2023 proved to be an OK year, but not a gen ...
What does a once-in-a-generation investment opportunity look like? – RBA Quick Insights
At RBA, we believe that we are at a major inflection point in macro fundamentals and market leader ...
4 for '24: Year Ahead Outlook - RBA's quarterly webinar - 1/23
2023 will likely go down in history as a year of extreme speculation. 2023’s speculation could mak ...
4 for '24: Year Ahead Outlook - RBA's quarterly webinar - 1/23
2023 will likely go down in history as a year of extreme speculation. 2023’s speculation could mak ...
Fourth Quarter 2023 Investment Commentary
What a difference a year makes. In 2022, high inflation and the Fed’s commitment to tame it led to ...