64 insights

Blog
Jun 2, 2020

Total Return Perspectives: May 2020

Fiscal and monetary stimulus have stabilized markets. Looking ahead we believe risk assets could continue to outperform Treasuries despite potentially weak economic data, largely due to Fed purchases.
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Video
May 27, 2020

Webinar Replay - Managing Downside Risk in a Volatile Market

If you were unable to join the webinar: Managing Downside Risk in a Volatile Market, during which Larry Cordisco and John Osterweis discussed their perspectives on managing the risk in the a volatile market, you can now watch the replay.
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Video
May 11, 2020

Webinar Replay - A Roadmap for Fixed Income Investing in a Pandemic Economy

If you were unable to join Eddy Vataru when he recapped the fixed income landscape since the 2008 financial crisis and outlined a framework for assessing the risks and opportunities within investment grade bonds in the current market environment, you can watch the replay here.
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Blog
May 5, 2020

Total Return Perspectives: April 2020

While fiscal and monetary stimulus have stabilized markets, we believe continued economic weakness will stunt the performance of risk assets.
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Video
May 3, 2020

TD Ameritrade: Craig Manchuck Interview

Watch TD Ameritrade's interview with Craig Manchuck, Portfolio Manager of the Osterweis Strategic Income Fund, who discusses takeaways from market volatility levels.
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Podcast
Apr 21, 2020

Money Life with Chuck Jaffe: Interview with Eddy Vataru

Listen to Eddy’s interview on the “Money Life with Chuck Jaffe” to hear his thoughts on fixed income investing during the pandemic economy. The coronavirus has put such a big wrench in the markets that it's forcing investors to reconsider their entire playbook
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Blog
Mar 30, 2020

The Plumbing Clogged, but Do Not Throw Out the Baby With the Bath Water

According to John Sheehan, the recent selloff in Investment Grade fixed income was exacerbated by technical factors. In his view, regulatory changes implemented after the 2008 crisis removed a critical shock absorbing mechanism that caused spreads to spike.
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Blog
Mar 18, 2020

Gene Therapy: A Transformative Approach to Patient Care

Following decades of academic research and behind-the-scenes progress, gene therapy has emerged as one of the most promising fields in medicine. This revolutionary technology addresses the root causes of genetic disorders, creating not only better patient outcomes but also compelling investment opportunities.
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Audio
Mar 11, 2020

REPLAY: Osterweis Capital Management Market Update

If you were unable to join our market update, when we discussed Coronavirus, recent market volatility, and our market outlook, you can now listen to the replay by clicking on the player below.
OCM Conference Call Replay
Blog
Mar 3, 2020

Lesson from Kraft Heinz Downgrade: Bondholders Beware

Kraft Heinz’s recent downgrade demonstrates that bondholders can no longer assume issuers are committed to maintaining their investment grade rating, and investors who are caught off guard will pay the price.
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Blog
Mar 3, 2020

Press Release: Osterweis Total Return Fund Celebrates 3-Year Anniversary

The fund’s Sharpe Ratio is in the top 1% of its Core Fixed Income Lipper peer group.
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Blog
Mar 2, 2020

Total Return Perspectives: February 2020

The Treasury rally intensified in February, driven by the global spread of the coronavirus.
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Video
Feb 18, 2020

Webinar REPLAY - A Roadmap for Fixed Income Investing in a Low Rate Environment

If you were unable to join Eddy Vataru when he shared practical insights into developing an investment grade strategy that is flexible enough to handle today’s new realities, you can watch the replay here.
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Podcast
Feb 10, 2020

Money Life with Chuck Jaffe: Interview with Carl Kaufman

Listen to Carl's recent interview on the podcast “Money Life with Chuck Jaffe," where he discusses his fixed income outlook and the influence of central banks on the market.
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Blog
Feb 6, 2020

Total Return Perspectives: January 2020

The 2019 Treasury rally continued into January as the Coronavirus spread through China and cases began to be reported globally.
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