Gauging the Economy
2nd Quarter Economic and Capital Market Review
July 12, 2022
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.

Monthly Moves
Monthly Moves: Charting Our Strategies, June 2022
July 11, 2022
By: Sean Clark, CFA®

The S&P 500 Index declined in June (-7.5%), bringing the total year-to-date decline to -19.97%. Inflation and recession fears have weighed heavily on consumer confidence, which dropped to its lowest level in more than a year.

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

Stocks and bonds took another step lower in June. The S&P 500 Index recorded its largest quarterly drop since the second quarter of 2020, and the first half of 2022 was the worst for this index since 1970.

Advisor Insights & Ideas
The Bear Market Survival Guide: Three Key Tenets to Help Your Clients Stay on Track
July 1, 2022
By: Clark Capital Management Group

A bear market, which is defined as stocks falling 20% from the prior high, is now upon us. In moments like this, it is completely normal for investors to experience doubt and fear as markets continue to decline.

Market Update
Investor Market Outlook: Webcast Replay
June 27, 2022
By: Glenn Dorsey, CFA®, CAIA®

In this webcast replay, Head of Client Portfolio Management Glenn Dorsey, CFA®, CAIA® shares our latest economic insights and discusses our expectations for the second half of the year.