Investment Strategy
Individual bonds benefit from yield curve shift
Markets & Investing January 21, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The United States central bank – the Federal Reserve – reversed its monetary policy on September 18, 2024, by beginning to cut the Fed Funds rate. The Federal Open Market Committee (FOMC) meets eight times per […]
Reviewing market and economic performance during the Biden administration
Markets & Investing January 17, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Under Biden, the US economy added the most jobs of any president Elevated inflation was the Achilles heel for the Biden administration US equities outperformed international in all four of Biden’s years in office A New Chapter in […]
Bonds – The dual benefit
Markets & Investing January 13, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The excitement for fixed income professionals over the last year plus, has been the delivery of dual benefits for investors. A more conservative investment portfolio allocation dictates both growth assets (such as stocks) and wealth preservation […]
Bond yields surge’s potential impacts on the equity market
Markets & Investing January 10, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The sharp rise in Treasury yields has caught the market’s attention Earnings growth should be the catalyst to drive the S&P 500 higher Investor overoptimism remains the biggest risk overhanging the market Hello 2025! US equities had a […]