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

After posting all-time highs in March and strong results for the first quarter, the major stock indices declined in April. For a recap of the month, read our latest Benchmark Review.

Investor Market Update, April 2024
May 2, 2024
By: Glenn Dorsey, CFA®, CAIA®
April 24, 2024 April 24, 2024 Glenn Dorsey, CFA®, CAIA® SVP, Head of Client Portfolio Management

Gauging the Economy
1st Quarter 2024 Economic and Capital Market Review
April 19, 2024
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.

Monthly Moves
Monthly Moves: Charting Our Strategies, March 2024
April 9, 2024
By: Sean Clark, CFA®

The momentum style factor led the rally as market participation broadened in March with previously weaker sectors like large-cap value and small-caps gaining 5.0% and 3.6%, respectively.

Benchmark Review
Benchmark Review & Monthly Recap, March 2024
April 2, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®

New all-time highs were achieved for the NASDAQ Composite, S&P 500, and Dow Jones Industrial Average in March. For a recap of the month, read our latest Benchmark Review.