Thought leadership
Latest Market Updates
Asset Class Review: Equities
Within the U.S. market, performance in 2023 was driven by the handful of mega-cap growth stocks (d ...
Equity Outlook: Immaculate Disinflation - Osterweis
The Fed has been walking a tightrope for a while now, trying to tame inflation without crashing th ...
Strategic Income Outlook: Where Are We Going? - Osterweis
The market performed well in 2023, but inflation will likely remain a top concern for both the Fed ...
Artisan Partners Monthly Commentaries—December 2023
The most recent monthly commentaries for Artisan Partners Funds are now available.
2024 Fixed Income: Don't be a hero – RBA Fixed Income Insights
In what was supposed to be the “year of fixed income,” 2023 proved to be an OK year, but not a gen ...
What does a once-in-a-generation investment opportunity look like? – RBA Quick Insights
At RBA, we believe that we are at a major inflection point in macro fundamentals and market leader ...
4 for '24: Year Ahead Outlook - RBA's quarterly webinar - 1/23
2023 will likely go down in history as a year of extreme speculation. 2023’s speculation could mak ...
4 for '24: Year Ahead Outlook - RBA's quarterly webinar - 1/23
2023 will likely go down in history as a year of extreme speculation. 2023’s speculation could mak ...
Fourth Quarter 2023 Investment Commentary
What a difference a year makes. In 2022, high inflation and the Fed’s commitment to tame it led to ...
Osterweis Strategic Income Fund Q4 Advisor Webinar
Join the Osterweis Strategic Income Fund portfolio managers to hear about 4Q23 results for the fun ...
Artisan Partners Investor Updates | Register Today
Register today for upcoming investor updates hosted by Artisan Partners portfolio managers.
2024 Thematic Outlook: Three themes to get investors off the sidelines.—BlackRock
Learn about three themes that we believe will be key to navigating the year ahead.