Investment Strategy

MARKETS AND INVESTING December 10, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: Equities have bounced from oversold conditions over the past week on cautiously optimistic Omicron variant headlines. It is still too early to know for sure how serious the virus […]

MARKETS AND INVESTING November 19, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economic momentum will carry into 2022 Low interest rate environment a positive for equities All 11 S&P 500 sectors positive year-to-date Happy Turkey Day! For many, this will be their first holiday celebration in-person since the pandemic […]

MARKETS AND INVESTING November 19, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: S&P 500 companies are wrapping up what has been a very strong Q3 earnings season. The key takeaways, echoed by major retailers this week, are persistent supply and labor […]

MARKETS AND INVESTING November 12, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: Equities have continued to march higher in recent weeks, extending the upside seen since early October to ~9% at the recent peak. There has been a definitive risk-on tone […]