Investment Strategy

March 15, 2021 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. For most fixed income investors, 2020 was a whirlwind of emotions that, unfortunately, left many investors in the same place at the end of the year: sitting on the sidelines and waiting for what they felt was a good […]

March 12, 2021 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. The US economic backdrop continues to improve with nonfarm payrolls pointing to recovery (albeit still below its pre-pandemic level) along with subdued inflation (for now) as core CPI actually saw a deceleration in YoY trends […]

March 8, 2021 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. When 2021 started, the 2 year Treasury was 0.12% and the 10 year Treasury was 0.91%. Friday’s close reflected a 0.14% 2 year Treasury (+2bp) and a 1.57% 10 year Treasury (+66bp). As interest rates rise, prices fall, a […]

March 5, 2021 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. After abating slightly over the past week, the surge higher in interest rates is continuing today with the US 10 year Treasury yield up to 1.55%. This is spurring an additional pullback in equities, pushing […]