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Latest Market Updates
Second Quarter 2025 Investment Commentary
In the second quarter of 2025, global markets faced a complex mix of encouraging economic data, on ...
Osterweis Strategic Income Fund Q2 Advisor Webinar
Join the Osterweis Strategic Income Fund portfolio managers to hear about 2Q25 results for the fun ...
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 ...