Office Hours
Labor Market Update
September 19, 2023
By: Glenn Dorsey, CFA®, CAIA®

In this episode of Office Hours, Glenn Dorsey provides an update on the labor market and how it may impact the U.S. economy.

Monthly Moves
Monthly Moves: Charting Our Strategies, August 2023
September 11, 2023
By: Sean Clark, CFA®

Equity markets reversed course in August, posting small declines, as a U.S. debt downgrade by Fitch Investors brought to light how fiscal spending during and after the Pandemic has increased U.S. government interest expense as a percentage GDP to uncomfortable levels.

Benchmark Review
Benchmark Review & Monthly Recap, August 2023
September 6, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

After two months of market breadth improvement and a solid summer rally, equities slid lower for the month. For a recap of the month, read our latest Benchmark Review.

Monthly Moves
Monthly Moves: Charting Our Strategies, July 2023
August 7, 2023
By: Sean Clark, CFA®

The Federal Reserve restarted the hiking cycle after pausing in June, hiking 0.25% at the July FOMC meeting.

Benchmark Review
Benchmark Review & Monthly Recap, July 2023
August 3, 2023
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

Equities remained the name of the game in July as stocks rallied across the board. For a recap of the month, read our latest Benchmark Review.