Benchmark Review
Benchmark Review & Monthly Recap, March 2022
April 5, 2022
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

As March ended, stocks had their first quarterly decline in two years to begin 2022. For a recap of the month, read our latest Benchmark Review.

Office Hours
Rate Hikes Start: How Will Markets React?
March 31, 2022
By: Glenn Dorsey, CFA®, CAIA®

In this episode of Office Hours, Glenn shares a historical perspective on how stocks and bonds have performed during past rate hike cycles.

Office Hours
How Bonds Build Value Over Time
March 31, 2022
By: Glenn Dorsey, CFA®, CAIA®

In this episode of Office Hours, Glenn explains how bonds can help investors build value over time, even when prices go up and down.

Market Update
Investor Market Outlook: Webcast Replay
March 30, 2022
By: Glenn Dorsey, CFA®, CAIA® and Peter Eisenrich, CFA®

In this webcast replay, Head of Client Portfolio Management Glenn Dorsey, CFA®, CAIA® and Senior Client Portfolio Manager Pete Eisenrich, CFA® share an update on the ongoing Russia/Ukraine conflict and its impact on the markets.

Market Moves
Market Moves: Charting Our Strategies, February 2022
March 7, 2022
By: Sean Clark, CFA®

The global equity markets came under increased selling pressure from the combination of a Federal Reserve that is turning hawkish, rising inflation prints, and the Russian invasion of Ukraine.