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

Coming into the year, we expected 2022 to be a more volatile year with a correction in the first half of the year, and we certainly got that right off the bat.

Benchmark Review
Benchmark Review & Monthly Recap, January 2022
February 3, 2022
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

Equities struggled in the face of the new Omicron variant and a Fed reversing course on monetary accommodation. At the same time, yields moved higher, and bonds fell in January. For a recap of the month, read our latest Benchmark Review.

Market Update
Volatility Reigns
January 25, 2022
By: Sean Clark, CFA®

Market headwinds have bubbled to the surface with geopolitical tensions rising with Russia and China, and the markets are adjusting to the new reality of a less stimulative Federal Reserve. The result has been a return of volatility and market corrections as expected.

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.