Gauging the Economy
4th Quarter Economic and Capital Market Review
January 24, 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.

Market Outlook
2022 Market Outlook Commentary
January 19, 2022
By: Sean Clark, CFA®

As the world continues to navigate a post-COVID economic recovery, many investors are wondering how the markets will respond to economic headwinds in 2022. Read Chief Investment Officer Sean Clark’s full 2022 Market Outlook commentary.

Market Moves
Market Moves: Charting Our Strategies, December 2021
January 11, 2022
By: Sean Clark, CFA®

The markets finished 2021 with a bang, as investors looked past the surge in the highly contagious Omicron variant and focused on the variant’s lower virulence, driving risk assets to new highs.

Benchmark Review
Benchmark Review & Monthly Recap, December 2021
January 5, 2022
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

With the initial thinking that the Omicron variant is less severe, equities resumed their 2021 rally in the second half of the month. For a recap of the month, read our latest Benchmark Review.

Office Hours
Navigating Market Volatility
December 22, 2021
By: Glenn Dorsey, CFA®, CAIA®

In this episode of Office Hours, Glenn shares why investors should stay focused on their financial goals and not let market volatility derail them from their long-term objectives.