Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Investors fearing inflation is going into overdrive Providing context to the surge in consumer prices The disconnect between job openings & job gains This past Wednesday was National Odometer Day, a day set aside to appreciate the technological development that has been in existence […]

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. April core CPI jumped to 3% y/y (well above consensus estimates of 2.3%) and was more than just due to “base effects” with a 0.9% m/m price surge (highest m/m reading since the early 80’s). Drastically influencing this […]

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. There are an endless number of potential features that can make any given bond different from the next. Some of these features are not common at all and some are very common. Some are well understood and others not so much. Today, […]

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. With 86% of the S&P 500’s market cap having already reported, the historic Q1 earnings season is approaching an end. 87% of companies have beaten earnings estimates by an aggregate 23.6% rate- largest surprise on record! Q1 earnings […]