Investment Strategy
Key developments to watch that may lead to increased volatility
Markets & Investing August 08, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed confronts a dilemma as hiring slows while inflation heats up Sectoral tariffs on pharma and semis may come as early as next week In tech and elsewhere, some bellwethers will report in the coming weeks Summer […]
One size does not fit all
Markets & Investing August 04, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. When you read about interest rates or hear about them on the news, the reference is likely to Treasury interest rates. The Treasury curve is the basis with which the financial world makes comparisons. However, there […]
The Federal Reserve is balancing a split economy
Markets & Investing August 01, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways 2Q GDP data was less impressive than the headline number suggested We expect the Fed to respond to slower growth in 2H25 by cutting rates Excluding MAGMAN*, 2Q earnings are tracking to muted growth The Great Divergence: Tech’s […]
Callable bond considerations
July 14, 2025 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. If a bond has a traditional call option, it means that the issuer has the option to redeem (or “call”) the bond before its stated maturity at a pre-determined date and price. For example, a bond might mature on […]