Thought leadership

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

Why taxes should be central to investment decisions.

Taxes, BlackRock

We illustrate the dynamics of the three signposts we use in evaluating the virus shock: restart, p ...

COVID-19, BlackRock

Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, discusses the topics ...

Artisan Partners, Global Stocks

Global Value team portfolio manager Dan O’Keefe recently joined a stellar panel of legendary value ...

Artisan Partners, U.S. Stocks, Growth vs. Value, Monetary Policy, COVID-19

Global capital markets are not pricing in the growing likelihood of rising EM corporate defaults.

Emerging Markets, Guggenheim Investments