Thought leadership
Latest Market Updates
May 2023 Monthly Market Update
The S&P 500 eked out a 0.4% gain despite concerns a deal would not be struck to increase the d ...
A different reopening playbook—BlackRock
Expectations for a robust China reopening after the removal of COVID restrictions appear set to di ...
What does the Fed pause mean for advisors and their clients?—BlackRock
When the Federal Reserve stops rising rates, history suggests advisors should consider having thei ...
Casual Friday: Equal & Opposite? + Ticker Overload— Berkshire Asset Management
2022 was a notable year for dividend strategies. In fact, most dividend indices were roughly flat, ...
Student of the Market (May)—BlackRock
Stay ahead of the markets with monthly insights from BlackRock.
Thank you, consumer, and other sentiments from Q1 earnings—BlackRock
Q1 earnings largely surprised to the upside but received little reward from the market. Active equ ...
Artisan Emerging Markets Debt Opportunities Fund Marks One-Year Anniversary
During the past year, EMsights Capital Group focused on implementing its time-tested investment ph ...
The Risk of Playing It Safe—Osterweis
Investors have been loading up on T-bills and money market funds this year, but according to our T ...
BBH Funds | April 2023 Monthly Updates
We continue to find attractive opportunities amid general market uncertainties as volatile market ...
Small-cap growth stocks show resilience—Baron Capital
In an eventful quarter that saw the market move forward despite uncertain macroeconomic conditions ...
Asset Class Update: Emerging Market Stocks
In our Base Case, we believe emerging-market (EM) stocks are likely to generate high single-digit ...
Asset Class Update: Developed International Stocks
European equities led the way with a gain of 10.6% in the first quarter. Of the major equity index ...