Investment Strategy

May 3, 2021 April markets end in positive territory, buoyed by stimulus, widespread vaccine adoption and earnings. The markets continue their upward trend, supported by accommodative fiscal policy from the Federal Reserve, strong gross domestic product (GDP) numbers and solid earnings reports. As President Biden celebrated his 100th day in office to close the month, […]

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. The S&P 500 remains at all-time highs, as it continues to digest short-term overbought conditions along with very strong Q1 earnings results. The macro backdrop continues to improve with Q1 GDP growing 6.4% q/q (second strongest quarter in […]

Review the latest Weekly Headings by CIO Larry Adam. Weekly Headings April 30, 2021 Key Takeaways Volatility May Spike As Tax Hikes Are Debated Political Tensions Will Rise As The Mid-Term Elections Near A Taper Tantrum May Occur If The Fed Adjusts QE Today marks 100 days since President Biden was sworn into office, a […]

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Why do you buy fixed income? For most investors, their fixed income allocation is intended to be the ballast of their portfolio. They purchase a bond for the stable and known attributes that are unique to fixed income: a known maturity date, […]