Outlooks

  • July Total Return Outlook

    The investment grade market had a strong second quarter, as traders bid up Treasuries in anticipation of Fed rate cuts. The current environment looks favorable for risk assets, and we are constructive on investment grade credit. However, we are neutral on mortgages and defensive on rates.

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  • July Strategic Investment Outlook

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  • July Strategic Income Outlook – Do My Eyes Deceive Me?

    The second quarter featured an unusual combination of rallies in both “risk-on” and “risk-off” assets. Who should we believe – the equity bulls or the bond bears? A compelling case can be made for either, but we’re expecting more of the same – the slow-growth recovery will continue, and the economy will keep muddling through.

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  • July Equity Outlook

    The stock market extended its gains during the second quarter, as the recovery continued to grind ahead. In our view, structural changes in the economy have fundamentally changed the business cycle, and we expect the expansionary phase to last longer and be less inflationary than in the past.

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If you wish to receive historical investment outlooks, please contact us.

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Email Update

The Osterweis Funds are available by prospectus only. The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the Funds. You may obtain a summary or statutory prospectus by calling toll free at (866) 236-0050, or by visiting www.osterweis.com/statpro. Please read the prospectus carefully before investing to ensure the Fund is appropriate for your goals and risk tolerance.

The Osterweis Funds and other products and services described on this website are intended to be made available to U.S. investors only. Shares of the Funds are currently offered only in the United States and are not available for sale in any jurisdiction other than the United States. The information on this website is neither an offer to sell nor a solicitation of an offer to buy a mutual fund, security or service in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful. Please read these Terms and Conditions.

Mutual fund investing involves risk. Principal loss is possible.

Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC.

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