Thought leadership

Over more than five decades of successful investing, we have built wealth using a simple but power ...

SLADX, Davis Advisors

During the fourth quarter, tactical asset allocation was mixed but active manager selection was po ...

Mutual Funds/ETFs, Performance & Analytics

We want to remain broadly balanced in terms of our portfolios’ equity style exposures.

Growth vs. Value

There are definitely strategies that can protect in a downturn and are potential bond alternatives ...

Managed Futures, Event-Driven, ADAIX, AEDNX, ASFYX, PQTIX, Alternative Strategies

How should investors think about taxable vs. muni bonds today?

Munis, COVID-19

We remain optimistic that financial companies—banks and property and casualty insurance companies ...

Davis Advisors, Financials

For 2021 and beyond, we think a reasonable base case is for a global economic recovery starting in ...

Core Bonds, COVID-19, Investment Outlook, Inflation, Global Stocks, U.S. Dollar, China, Alternative Strategies

As we reflect on 2020, it occurs to us that for much of the year, real estate securities lived the ...

REITs, Davis Advisors

Covering the risks and opportunities across multiple fixed-income sectors with bond market experts ...

Featured, Core Bonds, High-Yield, Loans/CLO, ABS, Bond Market, Credit Market

What can equity investors expect in the fourth quarter? We offer three election observations and a ...

BlackRock, Global Stocks

Attribution analysis tells a compelling story: The combination of our active bond fund selection a ...

Featured, Loans/CLO, Flexible Bond Funds

COVID-19 accelerated profound shifts in how economies and societies operate, running across four d ...

COVID-19, BlackRock, Investment Outlook