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 ...


Strategic Income Outlook: Magic 8-Ball Says, “Ask Again Later” - Osterweis

Concerns about a trade war have rattled markets so far in 2025, but we believe fixed income invest ...


DeepSeek Disillusion: Evaluating the Future of AI - Baron Capital

The release of DeepSeek’s large-language model has created a great deal of noise in the market. Ho ...


Ron Baron Discusses Tesla and the Market on CNBC Squawk Box - Baron Capital

The release of DeepSeek’s large-language model has created a great deal of noise in the market. Ho ...


First Quarter 2025 Investment Commentary

In the first quarter of 2025, the global stock market exhibited wide-ranging performances across r ...


Mission to Mars: Investing in SpaceX - Baron Capital

In 2024, SpaceX continued its rapid pace of innovation, achieving numerous milestones in its quest ...


Market Insights – Navigating Market Volatility and Policy Uncertainty

Given the events of “Liberation Day,” and the stock market subsequent selloff, we wanted to publis ...