Let May's yield spike be a wake-up call on duration.
Let May's yield spike be a wake-up call on duration.
Neither the stock nor the bond market is overwhelmingly attractive or, at this point, overwhelmingly risky, say Osterweis Capital's Matt Berler and John Osterweis .
Osterweis Capital's Matt Berler and John Osterweis search for opportunities in 'emerging' quality companies, including a recent Brazilian stock pick.
Apollo is, among its peers, a high-quality company that can take steps to mitigate any problems that have arisen, says Osterweis Capital's John Osterweis .
In a tough week for Marsico, the firm is removed as a subadvisor on two separate funds. Also, Calamos plans dividend and mid-growth funds, Oppenheimer to close Discovery to new investors, and John Hancock makes a raft of portfolio-management changes.