Market Update
Market Update — Out with the Old (Rate Hike Cycle) in with the New (Rate Cut Cycle)
September 18, 2024
By: Sean Clark, CFA®

The Federal Reserve finally acted on the long-anticipated, and hotly debated, first rate cut, which ended the tightening policy that saw the fed funds rate upper bound at 5.5%. Read Chief Investment Officer Sean Clark’s latest Market Update.

Monthly Moves
Monthly Moves: Charting Our Strategies, August 2024
September 9, 2024
By: Sean Clark, CFA®

Equities reversed last month’s reversal! Large-cap growth stocks lead the way, up nearly 6%, or more than 2x the gain in the equally weighted S&P 500 Index.

Benchmark Review
Benchmark Review & Monthly Recap, August 2024
September 6, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

Equities moved higher in July, but the nature of the rally changed character. Small-caps and value stocks rallied sharply while large-cap growth struggled, and volatility rose to the highest level since April. For a recap of the month, read our latest Benchmark Review.

Benchmark Review
Benchmark Review & Monthly Recap, July 2024
August 6, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

Equities moved higher in July, but the nature of the rally changed character. Small-caps and value stocks rallied sharply while large-cap growth struggled, and volatility rose to the highest level since April. For a recap of the month, read our latest Benchmark Review.

Office Hours
Decoding Recent Market Volatility
August 6, 2024
By: Glenn Dorsey, CFA®, CAIA®

In this episode of Office Hours, Glenn discusses recent stock market volatility and how the upcoming election, inflation, and Fed policy may impact the markets in the coming months.