Gauging the Economy
1st Quarter Economic and Capital Market Review
April 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.

Market Moves
Market Moves: Charting Our Strategies, March 2022
April 11, 2022
By: Sean Clark, CFA®

Major U.S. equity indices rallied in March, with large-cap stocks outperforming small-caps and the U.S. outperforming broad international indices.

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.