Commentaries

By K. SEAN CLARK, CFA®, Chief Investment Officer

Monthly Moves: Charting Our Strategies, September 2024

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.

Market Update — Out with the Old (Rate Hike Cycle) in with the New (Rate Cut Cycle)

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: Charting Our Strategies, August 2024

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.

Monthly Moves: Charting Our Strategies, July 2024

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.

By JAMIE MULLEN, Senior Portfolio Manager
By MAIRA THOMPSON, Senior Portfolio Manager
By MASON WEV, CFA®, CMT, Portfolio Manager
By TONY SOSLOW, CFA®, Senior Portfolio Manager