Investment Strategy

MARKETS AND INVESTING June 21, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Last week, investors had their eyes glued to the FOMC meeting and ears tuned for any message indicating how Fed policy might shift given changing economic conditions. What investors heard was that the Fed might […]

MARKETS AND INVESTING June 18, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Fed shifted near-term rather than long-term forecasts Deadline for bipartisan deal quickly approaching Strong earnings have made valuations more attractive Sunday is the summer solstice, the longest day of the year and the beginning of the astronomical […]

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 […]