Investment Strategy

MARKETS AND INVESTING January 10, 2022   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Interest rates have been in a general decline for 40+ years, which has provided much of the fixed income landscape with attractive total returns over this timeframe. After bottoming out during the pandemic, many experts […]

MARKETS AND INVESTING January 07, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Consumer fundamentals near or at pre-COVID peaks Macroeconomic backdrop should bolster earnings growth Historically low volatility unlikely to continue in 2022 The opening ceremony for the Winter Olympics is just four weeks away, but the athletes have […]

MARKETS AND INVESTING January 07, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The big story to start the year has been the sharp rise in bond yields, along with the corresponding impact on market rotation. The US 10-year Treasury yield was […]

MARKETS AND INVESTING January 03, 2022   The year ended on a high note for the Dow and S&P 500 despite economic challenges posed by the coronavirus and extreme weather events. While the traditional end of year Santa Claus equity rally may not have been as pronounced as we typically see, it may have just […]