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.

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.

Gauging the Economy
1st Quarter Economic and Capital Market Review
April 10, 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.

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

A couple regional bank failures sent concern through the market and volatility surged to its highest level of 2023. However, those events appeared more isolated, and stocks rallied in the second half of the month as volatility fell. For a recap of the month, read our latest Benchmark Review