Investment Strategy

MARKETS & INVESTING June 18, 2026 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways: Lower oil prices will bring timely relief for consumers as summer travel begins The Fed’s hawkish tilt suggests it’s focused on more than just elevated energy prices Lower oil prices point to a peak in energy-driven inflation The […]

Markets & Investing Technology and trends have made individual investors an important part of the private market. As a symbol of economic vibrancy and opportunity, it’s hard to beat the public market. Its storied venues, where everything from butter to trillion-dollar tech companies are bought and sold, are a foundation of the modern world. But […]

Markets & Investing May 29, 2026 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways: Despite headwinds from higher oil prices, economic growth remains strong The labor market has stabilized after last year’s slowdown Inflation is heading in the wrong direction after five years above the Fed’s 2% target Geopolitical risks are still […]

Markets & Investing May 22, 2026 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways: Tech earnings are the primary driver of the upward revision to our S&P EPS estimate S&P 500 companies continue to operate near record profitability A resolution of the US-Iran conflict will help ease inflation concerns Despite headwinds from […]