Monthly Moves: Charting Our Strategies, December 2023
January 8, 2024
By: Sean Clark, CFA®
After a long period of underperformance coinciding with Fed tightening and leading economic indicator (LEI) declines, small-cap U.S. equities staged a powerful move in both November and December.
Benchmark Review & Monthly Recap, December 2023
January 5, 2024
By: Peter Eisenrich, CFA® and Glenn Dorsey, CFA®, CAIA®
The last two months of 2023 drove returns in many parts of the market for the entire year.
Holiday Reflection: Our Year in Review
December 20, 2023
By: Clark Capital Management Group
During this holiday season and time of reflection, we’ve put together a short year in review to take a look back at all of things we have been able to achieve together.
The Fed Pivot
December 19, 2023
By: Glenn Dorsey, CFA®, CAIA®
In this episode of Office Hours, Glenn discusses the recent Fed Pivot.
Market Update — Fed Pivot 2023
December 14, 2023
By: Sean Clark, CFA®
The Fed left rates unchanged for the third consecutive FOMC meeting and signaled that rate hikes are finished, priming the market for rate cuts to come in 2024. Read Chief Investment Officer Sean Clark’s latest Market Update.
Live From Philly: Redefining Wealth Management in the Age of AI featuring Andrew Smith Lewis
The robots aren’t coming — they’re already here. But are they friend or foe? Join us on September 24th at 11:00 a.m. ET as we welcome special guest and AI expert Andrew Smith Lewis, founder and CEO of Alai Studios. In this interactive webcast, Andrew will share his insights into the evolving role of technology and AI in the wealth management industry. He’ll challenge the narrative of a technological takeover and offer a thrilling alternative: What if AI isn’t our replacement, but our rocket fuel?