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

Monthly Moves: Charting Our Strategies, April 2023

Equity markets moved little in April as both the 10-year Treasury yield and credit spreads remained relatively stable.

Market Update – Fed Hits the Pause Button, Without Saying Pause!

As widely expected, the Federal Reserve hiked interest rates by 0.25% and hinted that it may be the final move in the most aggressive tightening campaign since the 1980s. Read Chief Investment Officer Sean Clark’s latest Market Update.

Investor Market Update: Webcast Replay

In this webcast replay, Head of Client Portfolio Management Glenn Dorsey, CFA®, CAIA® shares our latest economic insights.

Monthly Moves: Charting Our Strategies, March 2023

The collapse of Silicon Valley Bank likely serves as a watershed moment for both economic expectations and the Fed’s policy reaction to it moving forward.

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