How has Osborne Partners’ asset-class positioning changed since the October 2022 lows? Markets surprised the consensus view in the first half of 2023. Entering the year, the common view for […]

An analysis of the bank’s collapse, the implications for its clients, the ongoing risks to other banks, and the broader market and economic implications. Early on the morning of May […]

There are known knowns; there are things we know we know. We also know there are known unknowns… “There are known knowns; there are things we know we know. We […]

Perspective amid a volatile year as the Fed battles inflation.    Fog often envelopes the Bay Area. At times, it is very dense, limiting visibility and raising uncertainty for travelers. […]

In this piece, we review the important lessons that investors learned so far in 2022, and why our Investment Team strives to avoid these mistakes every day. As the painful […]

Are we poised to relive the economic malaise of the 1970s and early-1980s? Inflation emerged as the primary concern for the markets during the second quarter. The Consumer Price Index […]

Changing the way investors look at volatility from “risk” to “opportunity” can be the most powerful tool investors can utilize to combat turbulent times. 2021 was one of the better […]

What might monetary tightening bring for markets? Markets have navigated the recovery phase of the economic cycle supported by monetary and fiscal authorities who have injected record levels of liquidity […]

What Does It All Mean? The primary monetary policy tool for central banks is setting the level of short-term interest rates.  For the U.S. Federal Reserve (Fed), this means adjusting […]

How have our portfolios defended against recent inflation?  Is inflation or disinflation in our future? Recent inflation headlines have been startling: “Lumber prices spike to an all-time high,” “Oil prices […]