Investment Strategy

MARKETS & INVESTING June 03, 2024   Positive corporate earnings and greater participation from sectors other than technology carried stocks forward. May was a month of milestones, with all three major U.S. equity indexes hitting new highs – and markets in the U.K., India and Germany also setting records. Stocks were driven up by positive […]

MARKETS & INVESTING June 03, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The year’s first five months have provided investors with bountiful financial blessings. The stock market has delivered full-year returns in less than half a year. The S&P index’s total return is 11.3% year-to-date. The bond […]

MARKETS & INVESTING May 31, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways More disinflation in the pipeline Economic growth is moderating The labor market remains on solid ground With 1Q24 earnings season in the rearview mirror, the market’s attention will shift from focusing on micro factors (e.g., individual stock […]

MARKETS & INVESTING   It’s natural to avoid loss, but sitting on the sidelines out of fear might lead to missed financial goals. As the name implies, loss aversion is our instinct to not just prefer a gain over a loss but to prioritize avoiding losses over almost anything. It might sound wise to try […]