49 insights

Outlook
Apr 2, 2020

April Strategic Income Outlook

Although the coronavirus situation has triggered a breathtaking market selloff, we feel it is essential to keep calm during this challenging period. In our view the worst of the effects are transitory, and we are using the opportunity to add quality positions at attractive valuations.
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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

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 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 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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Blog
Jan 13, 2020

2020 Investment Grade Credit Outlook: Take a Scalpel, Not an Axe

2019 was an exceptional year for investment grade fixed income, but according to John Sheehan, the market is unlikely to repeat itself in 2020. He feels active portfolio management and effective credit selection will drive performance this year.
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Blog
Dec 17, 2019

Negative Rates in the U.S.? We Don’t Think So

Although trillions of dollars of global debt currently “pays” negative yields, according to Eddy Vataru, the size and supply/demand dynamics of the U.S. mortgage market will keep domestic rates positive for the foreseeable future.
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Blog
Oct 11, 2019

When Evaluating Venture-Backed Initial Public Offerings, Patience Is a Virtue

The venture capital industry has created a robust pipeline of new public companies, but in our view discipline is the key to finding the best opportunities.
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News
Oct 8, 2019

Eddy Vataru Featured on Bloomberg Radio

Listen to a recent interview where Eddy Vataru discusses his thoughts on the economy as well as the impact of the yield curve and negative interest rates globally.
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Podcast
Sep 7, 2019

Money Life with Chuck Jaffe: Interview with Eddy Vataru

Listen to Eddy’s recent interview on the “Money Life with Chuck Jaffe” podcast to hear his thoughts on the inverted yield curve and the likelihood of a recession.
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