Monthly Moves
Monthly Moves: Charting Our Strategies, May 2024
June 10, 2024
By: Sean Clark, CFA®

Equities reversed last month’s reversal! Large-cap growth stocks lead the way, up nearly 6%, or more than 2x the gain in the equally weighted S&P 500 Index.

Benchmark Review
Benchmark Review & Monthly Recap, May 2024
June 6, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

After posting all-time highs in March and strong results for the first quarter, the major stock indices declined in April. For a recap of the month, read our latest Benchmark Review.

Monthly Moves
Monthly Moves: Charting Our Strategies, April 2024
May 7, 2024
By: Sean Clark, CFA®

After two strong quarters, the S&P 500 Index declined -4.0% in April due to higher market valuation, rising employment costs and persistent inflation concerns.

Benchmark Review
Benchmark Review & Monthly Recap, April 2024
May 6, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

After posting all-time highs in March and strong results for the first quarter, the major stock indices declined in April. For a recap of the month, read our latest Benchmark Review.

Investor Market Update, April 2024
May 2, 2024
By: Glenn Dorsey, CFA®, CAIA®
April 24, 2024 April 24, 2024 Glenn Dorsey, CFA®, CAIA® SVP, Head of Client Portfolio Management