Market Update
Market Update – Fed Hits the Pause Button, Without Saying Pause!
May 3, 2023
By: Sean Clark, CFA®

As widely expected, the Federal Reserve hiked interest rates by 0.25% and hinted that it may be the final move in the most aggressive tightening campaign since the 1980s. Read Chief Investment Officer Sean Clark’s latest Market Update.

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

In a modest change to the recent trend, large-cap value stocks outperformed large-cap growth companies in April, but the trend of large-caps outperforming small and mid-caps persisted during the month.

Market Update
Investor Market Update: Webcast Replay
April 27, 2023
By: Glenn Dorsey, CFA®, CAIA®

In this webcast replay, Head of Client Portfolio Management Glenn Dorsey, CFA®, CAIA® shares our latest economic insights.

Office Hours
Can the U.S. Dollar Be Challenged?
April 24, 2023
By: John Archbold, CFA®

In this new Office Hours video, Client Portfolio Manager John Archbold addresses investor concerns about the U.S. dollar’s status within the global economy.

Monthly Moves
Monthly Moves: Charting Our Strategies, March 2023
April 11, 2023
By: Sean Clark, CFA®

The collapse of Silicon Valley Bank likely serves as a watershed moment for both economic expectations and the Fed’s policy reaction to it moving forward.