Investment Strategy

MARKETS AND INVESTING June 18, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: Interest rate movements continue to dominate market rotation as the S&P 500 trades sideways near all-time highs. The FOMC meeting yesterday provided an update on the Fed’s monetary policy […]

MARKETS AND INVESTING   Explore four reasons many investors look closely at ESG criteria. Sustainable investing is an approach that supports companies proactively managing environmental, social and governance (ESG) issues. The top motivations for investing this way may surprise you. 1. Risk mitigation Institutional investors often cite the impor­tance of mitigating environmental, social and governance […]

MARKETS AND INVESTING   Investing in companies that proactively manage environmental, social and governance issues is growing in popularity.

MARKETS AND INVESTING June 14, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. I’m going to start with the conclusion or take-away. Asset allocation (portfolio balance) is important regardless of the current interest rate environment. The fixed income allocation’s primary objective for many investors is principal protection and […]