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.

Monthly Moves
Monthly Moves: Charting Our Strategies, February 2024
March 11, 2024
By: Sean Clark, CFA®

The S&P 500 Index hit several record highs driven by continued strength from Technology, Healthcare, Financials, and Consumer Staples companies.

Office Hours
Election Impact on Markets
March 6, 2024
By: Glenn Dorsey, CFA®, CAIA®

In this episode of Office Hours, Glenn Dorsey shares a historical perspective on the limited impact elections and politics have on the stock market.