Investment Strategy

March 29, 2021 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. As we all remember from the first economics course that we ever took, as demand for a product increases, so does the price. Conversely, as demand falls, so does the price. How can we use this Econ 101 lesson […]

March 15, 2021 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. For most fixed income investors, 2020 was a whirlwind of emotions that, unfortunately, left many investors in the same place at the end of the year: sitting on the sidelines and waiting for what they felt was a good […]

March 12, 2021 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. The US economic backdrop continues to improve with nonfarm payrolls pointing to recovery (albeit still below its pre-pandemic level) along with subdued inflation (for now) as core CPI actually saw a deceleration in YoY trends […]

March 8, 2021 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. When 2021 started, the 2 year Treasury was 0.12% and the 10 year Treasury was 0.91%. Friday’s close reflected a 0.14% 2 year Treasury (+2bp) and a 1.57% 10 year Treasury (+66bp). As interest rates rise, prices fall, a […]