Thought leadership
Latest Market Updates
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 ...
Artisan Partners Monthly Commentaries—June 2023
The most recent monthly commentaries for Artisan Partners Funds are now available.
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 ...
New regime, new opportunities—BlackRock
The new, more volatile economic regime provides different yet abundant investment opportunities. L ...
iMGP Berkshire Dividend Growth ETF Due Diligence Report
The primary objective of the iMGP Berkshire Dividend Growth ETF (BDVG) is to generate a growing st ...