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Davis Global Fund Annual Review 2023—Davis Advisors
In the first half of 2023, Davis Global Fund performed broadly in line with the MSCI ACWI (All Cou ...
Davis Financial Fund Semi Annual Review 2023—Davis Advisors
The S&P 500 Index ended first-half 2023 up +16.89%.
Mid-Year Review with Dan O’Keefe – CNBC Squawk Box-Artisan Partners
Amid geopolitical questions and currency movements, emerging markets are top-of-mind for many soph ...
Polen Perspectives: The Heightened Risk of Passive in U.S. Large-Cap Growth
The Russell 1000 Growth Index has reached the highest concentration level in its 40-year history. ...
Davis Real Estate Fund Semi Annual Review—Davis Advisors
Davis Real Estate Fund’s Class A shares provided a total return on net asset value for the six mon ...
Davis Opportunity Fund Semi-Annual Review 2023—Davis Advisors
In the first half of 2023 the U.S. equity market rebounded from its 2022 decline, with the S&P ...
SBH Research Memo
We recently caught up with Shaun Nicholson, lead portfolio manager of iMGP SBH Focused Small Value ...
3 ways bond buy-write ETFs can benefit investors—BlackRock
Learn about buy-write strategies and how they can potentially add income and diversification to bo ...
All about index investing—BlackRock
This article examines the role of index providers, the rebalancing of equity and fixed income inde ...
Cash is back… as a tailwind for global macro—BlackRock
Higher cash rates create a tailwind for global macros strategies like BlackRock’s Tactical Opportu ...
5 Questions on Buffer ETFs—BlackRock
Explore buffer ETFs and how they can help investors mitigate risk while seeking clearer outcomes. ...
Equity investing for a new era: The return of alpha—BlackRock
The era of easy money is ended. What next for stock investors?