2nd Quarter Economic and Capital Market Review
July 17, 2023
By: Glenn Dorsey, CFA®, CAIA® and Peter Eisenrich, CFA®
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
Monthly Moves: Charting Our Strategies, June 2023
July 10, 2023
By: Sean Clark, CFA®
Large-cap growth stocks continued their outperformance in May rising nominally by 4.5% and 8% ahead of large-cap value and small-caps to widen their year-to-date relative performance gains.
Benchmark Review & Monthly Recap, June 2023
July 7, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
While large-cap growth companies still dominate results so far this year, equity progress broadened in June with widespread gains across stocks. For a recap of the month, read our latest Benchmark Review.
2023 Mid-Year Market Outlook Commentary
June 28, 2023
By: Sean Clark, CFA®
Chief Investment Officer Sean Clark shares Clark Capital’s latest insights on what’s in store for the markets in the second half of the year.
Debt Ceiling Update
June 27, 2023
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn shares an update on the debt ceiling.
Live From Philly: Mastering Efficiency — Transform Your Practice with Time-Saving Strategies
Join us on July 24th at 11:00 a.m. ET as we welcome special guest Libby Greiwe, founder of the Efficient Advisor podcast. During this live webcast, Libby will share key strategies to help you stay organized, reduce stress, and effectively scale your practice. You’ll walk away with practical action items designed to enhance your business efficiency and growth, allowing you to work smarter, not harder.