Thought leadership
Latest Market Updates
Taking Stock: Q1 2021 Equity Market Outlook—BlackRock
What can equity investors expect in the fourth quarter? We offer three election observations and a ...
The Continuing Fat Pitch: Non-Traditional Bonds
Attribution analysis tells a compelling story: The combination of our active bond fund selection a ...
iShares 2021 Investment Outlook and ETF Implementation Guide —BlackRock
COVID-19 accelerated profound shifts in how economies and societies operate, running across four d ...
UK: A Case Study in Virus Dynamics—BlackRock
We illustrate the dynamics of the three signposts we use in evaluating the virus shock: restart, p ...
Lewis Kaufman Video Series—Artisan Partners
Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, discusses the topics ...
Highlights from Invaluable Insights 2020—Artisan Partners
Global Value team portfolio manager Dan O’Keefe recently joined a stellar panel of legendary value ...
The Emerging Emerging-Markets Crisis—Guggenheim Investments
Global capital markets are not pricing in the growing likelihood of rising EM corporate defaults.
The Faustian Bargain—Guggenheim Investments
The consequences of policymakers returning to the same tools employed in the financial crisis.
The Great Leverage Unwind—Guggenheim Investments
Funding and trading markets are not functioning well due to excessive leverage needing to be unwou ...
Artisan Partners Investor Updates | Register Today - July 2024
Register today for upcoming investor updates hosted by Artisan Partners portfolio managers.
Artisan Partners Monthly Commentaries—May 2022
The most recent monthly commentaries for Artisan Partners Funds are now available.