Gauging the Economy
4th Quarter Economic and Capital Market Review
January 23, 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, 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
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 Message
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.

Office Hours
The Fed Pivot
December 19, 2023
By: Glenn Dorsey, CFA®, CAIA®

In this episode of Office Hours, Glenn discusses the recent Fed Pivot.