Thought leadership
Latest Market Updates
Taking Stock: Q4 2023 Equity Market Outlook—BlackRock
U.S. stocks have historically performed best in the year’s final quarter. Tony DeSpirito assesses ...
Strategic Income Outlook: The Watched Pot—Osterweis
Like a watched pot that refuses to boil, the much-anticipated recession of 2023 has yet to materia ...
Third Quarter 2023 Investment Commentary
After a strong first half to 2023, global equity markets declined in the third quarter. The S& ...
Berkshire Asset Management Newsletter: Investment Narrative - September 2023
The frenzy of growth stocks partly fueled by AI is on full display in ‘23.
The Heightened Risk of Passive in U.S. Large-Cap Growth - Polen Capital
This year, equity markets have delivered a one-two punch of concentration and narrowness in large ...
Catching the Wave: Why Secular Growth Matters—Osterweis
In our view, the specific market dynamics that influence a company's growth prospects have a great ...
Research Team Changes
In June 2021, Litman Gregory became part of global asset management firm iM Global Partner (iMGP). ...
Why investors in retirement may want to consider an income approach—BlackRock
We examine the accumulation vs decumulation story in today’s markets to showcase why an income-cen ...
Factors & the Magnificent Seven—BlackRock
Factors tend to favor breadth over concentration. Narrow leadership by the Magnificent Seven has b ...
Making the Move to Mortgage-Backed Securities—BlackRock
Mortgage-backed securities (MBS) can be a high-quality diversifier in fixed-income portfolios. Our ...
Three things to know about individual investor ETF activity—BlackRock
Fast facts from Q2 2023 on how individual investors are engaging with the U.S. ETF market.