Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tailwinds from fiscal stimulus will fade in months ahead Central banks dialing back accommodative commentary Returns may be challenged as the bull market ages The unprecedented emergence of the COVID-19 virus brought a whole lot of cooks to the policymaker kitchen, as the Federal […]

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Equities continue to undergo a consolidation phase, as they digest some of their very strong gains to all-time highs. Investor sentiment and positioning had gotten overly bullish and complacent- trends that are now receding as inflation concerns creep […]

Here’s a look at ESG innovation across a few select industries.  

Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Click here to enlarge He shoots… he scores! The hero of the game is often the offensive hero. The person that creates the flash, is fun to watch and makes the highlights is regularly applauded and even admired. Well, today is about […]