Investment Strategy
Ballast of the portfolio
Markets & Investing September 30, 2024 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. For many investors, the fixed income portion of their portfolio is intended to be the ballast of the portfolio. Fixed income investments are well-suited to fill the capital preservation-focused portion of a portfolio for several […]
Another solid quarter for the equity market
Markets & Investing September 27, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Strong returns across all fixed income sectors in Q3 Another solid quarter for the equity market Mixed commodity performance despite weaker USD Who says nothing happens over the summer? It’s not unusual for life to slowdown in the […]
Five lessons learned as summer comes to an end
Markets & Investing August 23, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways A soft landing for the economy remains our base case The 2024 election is now a toss-up 3Q24 EPS estimates are being revised downward Happy National Cheap Flight Day! Yes, you heard that right—there is a national […]
The long term approach vs. short term noise
Markets & Investing August 19, 2024 Nick Goetze discusses fixed income market conditions and offers insight for bond investors. As recently as the beginning of this year the market pundits were predicting up to six Federal Reserve rate cuts to the short-term Federal Funds Rate. Shockingly, the pundits’ expectations have not come to fruition. […]