Thought leadership
Latest Market Updates
Nonplussed—Osterweis Strategic Income Outlook, Second Quarter
Although we remain constructive about the economic outlook, the recent increase in speculative act ...
Solid Fundamentals but Questions Remain—Osterweis Equity Outlook, Second Quarter
Despite a volatile first quarter, economic fundamentals appear to be improving. We are constructiv ...
Looking Through Very Short-Term Recovery Issues in Emerging Markets
We acknowledge near-term risks have increased for EM stocks, but there are mitigating factors and ...
First Quarter 2021 Attribution Summary
Our active model portfolios, except for Equity, outperformed their benchmarks in the first quarter ...
Upgrading Our U.S. Stocks Fair-Value Range
We are raising our estimated return range for U.S. stocks. However, they remain relatively less at ...
A Decade Past, the Decade to Come
We look back on the last 10 years and consider what to expect as investors over the next 10.
Portfolio Update: Removing AMG Managers Pictet International
We are selling AMG Managers Pictet International due to a manager change.
Changes to Our ETF Lineup
We recently reevaluated the available ETF products and revised our preferred choices across asset ...
A Sustainable Investing Lexicon
You will want to share your thinking with your clients on sustainable investing. A good place to s ...
Tax-Efficiency Rankings of Model Portfolio Holdings 2021
Based on data compiled from Morningstar, we’ve grouped or ranked the funds we own in model portfol ...
Artisan Partners Investor Update Replays—Second Quarter 2021
Portfolio managers, including Chris Smith, Lewis Kaufman and Rezo Kanovich, discuss their team's i ...
Views on Smaller-Cap U.S. Stocks
Given the weight of the evidence, we are pro-rata underweight to both larger-cap U.S. and smaller- ...