Investment Strategy

Markets & Investing The capital markets have become an increasingly complex space for investors, complexities that are heightened by the sheer number of ways one can invest. Fortunately, necessity – often the mother of invention – can also be a conduit for simplification. Enter direct indexing, an investment strategy that combines elements of earlier innovations […]

Markets & Investing July 17, 2026 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways: Warsh signals that restoring price stability is the Fed’s number one priority Downside inflation surprises were welcomed news for the Fed Early earnings results have exceeded expectations, justifying investor optimism Financial markets were eventful this week, with key […]

July 20, 2026 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Investors continue to benefit from two powerful tailwinds: strong stock-market performance and bond yields that remain attractive compared with much of the post-financial-crisis period. Higher yields have improved the income generated by fixed income portfolios and given investors more […]

Markets & Investing July 20, 2026 Equity markets have shown resilience amid persistent headwinds, supported by index evolution and earnings strength Despite multiple risks that emerged over the past year – tariffs, higher energy prices, upward pressure on interest rates and evolving growth and earnings outlooks – equities have shown remarkable fortitude. The S&P 500 […]