Office Hours
Fed Rate Hikes – How Will Bonds React?
September 19, 2022
By: Glenn Dorsey, CFA®, CAIA®

In this episode of Office Hours, Glenn discusses the impact that continued rate hikes may have on bonds.

Monthly Moves
Monthly Moves: Charting Our Strategies, August 2022
September 8, 2022
By: Sean Clark, CFA®

The July rally ended in August with low volume and persistent selling pressure spurred by Powell’s hawkish comments at Jackson Hole and expectations for a longer stretch of monetary tightening well into 2023.

Benchmark Review
Benchmark Review & Monthly Recap, August 2022
September 6, 2022
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

After coming off a strong July, stocks could not continue that momentum through August under the pressure of rising interest rates.

Office Hours
Perspective on The Inflation Reduction Act
August 31, 2022
By: Glenn Dorsey, CFA®, CAIA®

In this episode of Office Hours, Glenn discusses the recently signed Inflation Reduction Act, and what impact it may have on earnings, stock prices, and investment portfolios.

Monthly Moves
Monthly Moves: Charting Our Strategies, July 2022
August 5, 2022
By: Sean Clark, CFA®

The S&P 500 Index had its best month since November 2020, gaining 9.2% in July. Broadly speaking, it was a good month for risk assets with most equity indices bottoming in mid-June and staging a strong rebound rally through month-end.