Outlooks

  • October Total Return Outlook

    Investment grade fixed income continued to perform well during the third quarter, extending last quarter’s gains. Concerns about global growth and the U.S./China trade dispute kept investors on edge, extending the Treasury rally, while strong investor demand held corporate spreads in check. Going forward we remain constructive on the economy but are taking a defensive posture heading into year-end.

    Learn More
  • October Strategic Investment Outlook

    Learn More
  • October Strategic Income Outlook

    Markets were quiet in the third quarter, but there was plenty of economic activity. On the downside, the trade war dragged on and the repo market had a mini-meltdown. In better news, equity investors curbed their enthusiasm for speculative names and the housing market began to rebound. Overall we remain cautiously optimistic the expansion will continue.

    Learn More
  • October Equity Outlook

    Domestic equity markets were remarkably resilient in the third quarter, posting modest gains despite multiple economic headwinds, including the U.S./China trade conflict , Brexit, unrest in Hong Kong, and a slowdown in Europe. Given these challenges, our focus remains on dominant companies enjoying strong secular tailwinds.

    Learn More

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

Invest With Us

Learn More

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.

Back to Top