Upcoming Webcast:

Live from Philly: Fixed Income Fireside Chat

Join us on Tuesday, March 16th at 11:00am EDT as Steve Grant, Co-Head of Fixed Income, and Glenn Dorsey, Head of Client Portfolio Management, share their perspectives on today’s bond markets and provide clear talking points to assist you in your conversations with clients.

March 16, 2021
11:00 AM EDT

Benchmark Review
Benchmark Review & Monthly Recap, February 2021
March 3, 2021

Momentum Fades as Yields Rise HIGHLIGHTS: Stocks moved higher during the first part of February, but they ended the month on…

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Market Moves
Market Moves: Charting Our Strategies, January 2021
February 8, 2021

Within the hard-hit consumer space, hotels, casinos, cruise lines and airlines rallied on the hope of a more positive 2021 outlook. In this market environment, a barbell approach seems appropriate within our bottom-up equity portfolios.

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Benchmark Review
Benchmark Review & Monthly Recap, January 2021
February 4, 2021

New All-Time Highs, and a Late-Month Fade HIGHLIGHTS: New all-time highs were hit by most major U.S. equity indices in January,…

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Global Tactical Commentary
4Q 2020 — Valuations Point Towards 2021 Risks, But Credit Trends Remain Supportive
January 21, 2021

Market Recap The fourth quarter of 2020 began with a turbulent and corrective market in October as investors anxiously worried about…

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U.S. Small Cap Commentary
4Q 2020 — Small Cap Trails Record Russell 2000 Gain
January 21, 2021

Bitcoin Vigilantes Market Recap Anticipating strong economic and earnings gains in 2021 after the COVID inspired recession in 2020, broad stock…

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All Cap Core Commentary
4Q 2020 — Multi-Style, Multi-Cap Lifts All Cap in Fourth Quarter
January 21, 2021

Bitcoin Vigilantes Market Recap Anticipating strong economic and earnings gains in 2021 after the COVID inspired recession in 2020, broad stock…

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ADR/International Equity Commentary
4Q 2020 — International Equity Ends 2020 on a High Note
January 21, 2021

Bitcoin Vigilantes Market Recap Anticipating strong economic and earnings gains in 2021 after the COVID inspired recession in 2020, broad stock…

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SMID Cap Core Commentary
4Q 2020 — SMID Remains Steady as Russell 2500 Gallops Ahead
January 21, 2021

Bitcoin Vigilantes Market Recap Anticipating strong economic and earnings gains in 2021 after the COVID inspired recession in 2020, broad stock…

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Multi-Strategy Commentary
4Q 2020 — 2020: Better for Our Money Than for Us
January 19, 2021

Market Recap 2020 is gone—and good riddance. It was a year of unprecedented turbulence, volatility, and vivid dangers to our financial,…

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High Dividend Equity Commentary
4Q 2020— Economic Reopening Sets Stage for Cyclicals
January 19, 2021

The market reversed course in the first quarter with the S&P 500 Index climbing 13.1% after a bruising fourth quarter decline which narrowly missed the 20.0% bear market territory.

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