Investment Strategy

December 18, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways No ‘20/20 vision’ for 2020 due to COVID-19 Fed’s intervention ‘set our sights’ on investment grade We never ‘lost sight’ of new records for the equity market As the end of 2020 draws near, many of us are anxious to put […]

December 18, 2020 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary Equity markets have sustained their advance  with  areas  most  levered  to  the  economic  recovery  showing  the strongest momentum. The small caps have now advanced 27% since the end of October and are now […]

Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Twas two weeks before Christmas, when all through the house, COVID was stirring, a vaccine needed to dowse. The options were sprung from pharmaceuticals with dare, In hopes that its effectiveness would meet world’s prayer. Quarantines, closures, patients in beds, While visions […]

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Last week, intermediate and long Treasury yields shot higher (relatively speaking) with the 10-year yield increasing by ~15 basis points over the course of the week, flirting with the 1.00% threshold late Friday morning. While we have been lulled to sleep by […]