Thought leadership
Latest Market Updates
July 2023 Monthly Market Update
Global equity markets rallied in July, with emerging markets leading the way. The MSCI EM Index ga ...
Polen International Growth (POIIX) Due-Diligence Report
The primary objective of the iMGP Berkshire Dividend Growth ETF (BDVG) is to generate a growing st ...
Strategic Income Outlook: So, What’s New with You?—Osterweis
Despite persistent inflation and elevated short-term interest rates, the economy appears to be hol ...
Total Return Outlook: Take a Hike—Osterweis
The economy has held up remarkably well despite the Fed’s tightening program, but with two more hi ...
Equity Outlook: Beware the Narrow Market—Osterweis
The S&P 500 has generated double digit returns so far in 2023, but the gains have been narrowl ...
Investors rediscover the importance of getting paid back—BlackRock
Rick Rieder and team argue that one of the most important questions investors should ask today is ...
Economic resilience complicates hedging with bonds—BlackRock
Russ Koesterich, CFA, JD, Managing Director and Portfolio Manager of the Global Allocation team di ...
How AI is transforming—BlackRock
Artificial Intelligence (AI) has garnered widespread attention with the public launch of ChatGPT. ...
Taking stock: Q3 2023 equity market outlook—BlackRock
U.S. stocks climbed a wall of worry to deliver a positive first half. Fundamental Equities CIO Ton ...
Second Quarter 2023 Investment Commentary
Global equities continued to rally in the second quarter of the year, led again by surging U.S. me ...
iShares 2023 Midyear Outlook—BlackRock
In this outlook, we pair our macroeconomic views and market positioning insights to identify poten ...