Thought leadership
Latest Market Updates
Presidential Elections and Investing
With the U.S. set choose its next President soon, we want to reiterate our long-held view that por ...
Taking Stock: Three High Potential Companies in the Semiconductor Industry - Baron Capital
The semiconductor industry has seen exponential growth over the last few years, driven in large pa ...
iMGP Market Outlook and Portfolio Update - October 2024
This slide deck provides a high-level view of iMGP's market outlook and an update on the iMGP port ...
The Benefits of a Flexible Core - Osterweis
Investment grade bonds have long been synonymous with a “core” fixed income allocation, but we bel ...
Supercharging the Future of the Auto Industry - Baron Funds
EVs are on the road to dominate the automotive industry. Global EV sales are set to reach nearly 1 ...
Equity Outlook: Invest in the Best, Avoid the Rest - Osterweis
Thanks to a variety of structural advantages, including favorable demographic trends, we believe t ...
AdvisorIntelligence Capital Gains Estimates - As of September 30th, 2024
AdvisorIntelligence’s Newest Capital Gains Estimates are now available below under Resources.
Private and Public Sector Job Growth
The recent jobs report was referred to as a “blockbuster report that shakes up the Fed’s path” acc ...
Strategic Income Outlook: Up, Up, and Away - Osterweis
Credit indices rallied during the third quarter, despite a variety of economic headwinds, and it a ...
Third Quarter 2024 Investment Commentary
It was far from a quiet summer for the financial markets. Markets have been volatile as investors ...
August 2024 Monthly Market Update
A sharp selloff to start August was ignited by disappointing economic data in the US and a hawkish ...
Portfolio Update: Fund Changes to Alpha-Core Portfolios
We are making minor fund changes to the developed international and US small cap equity allocation ...