Thought leadership
Latest Market Updates
Bond investors underperformed despite a bull market. Now what?
Bonds have been in a secular bull market for forty years, and bond investors have reaped the benef ...
Artisan Value Fund Update 1Q 2022—Artisan Partners
Thank you for your interest in Artisan Value Fund. Materials for 1Q 2022 are now available.
Why recession chatter benefits GARP—BlackRock
Russ Koesterich, Managing Director and Portfolio Manager of BlackRock’s Global Allocation team, di ...
Social Security is an enigma. Solve it for your clients—BlackRock
Your clients have been paying into Social Security their entire lives. Optimizing their benefits c ...
Staying in the zone with factor ETFs—BlackRock
Investors can seek balance in their portfolios by using Factor ETFs to help position themselves fo ...
Hear BlackRock’s Mid-Year Market Views & Earn CE Credit—BlackRock
Join BlackRock’s top thought leaders as they explore opportunities amid continued uncertainty and ...
April 2022 Monthly Market Update
The S&P 500 had its worst month since the onset of the pandemic. The index dropped 8.7%—bringi ...
Osterweis Fund and Osterweis Growth & Income Fund Q1 Advisor Webinar - REPLAY
If you missed the Osterweis Fund and Osterweis Growth & Income Fund (formerly named Strategic ...
iMGP DBi Managed Futures Strategy ETF Due Diligence Report
We have added the iMGP DBi Managed Futures ETF [DBMF] to the recommended list in the managed futur ...
Equity Investment Outlook: Globalization in Retreat—Osterweis
Concerns about the Ukraine war, inflation, and the Fed were top of mind last quarter, but a lesser ...
Monthly Commentaries - March 2022—Artisan Partners
The most recent monthly commentaries for Artisan Partners Funds are now available.
Advisor Portfolio Universe & Trends – RIA Spring 2022—BlackRock
Analysis of RIA models collected from across the industry over the prior 12 months.