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

The equity rally that marked the first half of the third quarter failed in the second half and stocks hit new 2022 lows to close out September.

Market Update
Hawks Everywhere
September 22, 2022
By: Sean Clark, CFA®

The Federal Reserve delivered another outsized interest rate hike on Wednesday in an effort to weaken demand and contain inflation. Read Chief Investment Officer Sean Clark’s latest Market Update.

Office Hours
Fed Rate Hikes – How Will Stocks React?
September 19, 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.

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.