Investment Strategy
Weekly Investment Strategy
January 8, 2021 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Expectations for a ‘powerful’ earnings rebound in 2021 First year of the bull market is historically an ‘easy lift’ Pre-recession GDP levels may ‘weigh on’ equity returns We notched a 9.0 in 2019, an 8.5 in 2020, and now we’re hoping […]
Surprisingly, 2020 Was a Strong Year for Financial Markets
January 4, 2021 Though Dec. 31 didn’t mark the end of pandemic-related challenges, the S&P 500, Dow and NASDAQ all ended the year in firmly positive territory. December’s developments may make it easier for investors to approach 2021 with a feeling of new possibilities. Vaccines are being distributed, the major market indices show between modest […]
The Ground We Covered
January 4, 2021 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Click here to enlarge A flight to quality ensued as Fed Funds returned to a 0.00-0.25% range plus massive amounts of Quantitative Easing worked together to push Treasury yields lower. In early March, the benchmark 10-year Treasury yield fell […]
Often an Alternative, Rarely a Substitute
December 21, 2020 Dough Drabik discusses fixed income market conditions and offers insight for bond investors. Tis the season! No, I’m not going to try my hand at another poem even though I so enjoy the season’s challenge. The season I reference today is the “Substitute Season.” Every time interest rates create income-producing challenges, all […]