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.

Benchmark Review
Benchmark Review & Monthly Recap, July 2022
August 4, 2022
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

Stocks behaved much better in July with gains across the board. As stocks advanced, volatility dropped to its lowest level since April.

Office Hours
The Relationship Between a Recession, the Economy, and the Stock Market
August 2, 2022
By: Glenn Dorsey, CFA®, CAIA®

In this episode of Office Hours, Glenn discusses the criteria used to determine a recession, as well as the possibility that the stock market has already discounted a recession — one that may or may not occur.