Baird Advisors Co-CIO Warren Pierson, CFA, talked with Chuck Jaffe on the MoneyLife podcast about ‘transitory’ inflation as the economy recovers and provided a fixed income outlook.
An August 19 Morningstar video titled “2 Newly Rated—and Exceptional—Funds” featured Baird Ultra Short Bond Fund (BUBIX).
Warren Pierson, CFA was named Co-Chief Investment Officer of Baird Advisors.
A September 8 U.S. News & World Report article featured Baird Aggregate Bond Fund (BAGIX) as one of the best mutual funds for retirement.
We believe now is the time to review your international allocations to ensure your clients won’t miss out on potential international growth opportunities.
In a recent interview with Kiplinger's, Mary Ellen Stanek was highlighted and featured in a piece titled “Lessons from Top Investing Gurus.”
Lyle Fitterer discusses the benefit of tax-exempt income for investors and the different factors currently affecting the muni market.
The Baird Small/Mid Cap Growth strategy gained 1.4% in the third quarter, gross of fees, defeating headwinds, like problems in the global supply chain, that drove the Russell 2500 Growth Index to a loss of 3.5%.
The Baird Mid Cap Growth portfolios rose 4.7% in the third quarter, gross of fees, despite a slowing economic recovery and trouble in the global supply chain. The Russell MidCap® Growth Index, declined.
As the market moves from low-quality to high-quality stocks, the Baird Value strategies relied on security selection to outpace its benchmarks.
Global markets were mixed this quarter; Chautauqua’s funds were well positioned and outperformed their benchmarks.
Municipal Yields Rise and Curve Steepens in Q3, Key Municipal Revisions Included in Biden’s Infrastructure Draft, Shorter and Lower-Quality Led Performance in Q3
Yield Curve Flattens as Yields Rise, Potential Turmoil at the Fed, Increased Volatility Impacts Economic Recovery, Spreads Mostly Widen During Q3; Tighter YTD, Market Returns Negative in Sept; Mixed QTD and YTD
Jonathan Good, Portfolio Manager of Baird's SMID Growth Strategy, provides an overview of the strategy's investment process and performance.