Investment Strategy

MARKETS AND INVESTING October 15, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The global supply chain issues have weighed on earnings expectations in recent months, and individual companies’ abilities to weather this environment (pricing power, margin outlook) will be the prevalent […]

MARKETS AND INVESTING October 15, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways US economy will gain momentum heading into 2022 Companies taking action to mitigate supply chain issues Productivity gains will keep margins at healthy levels Tomorrow is National Dictionary Day! Whether spoken or written, the power of words […]

MARKETS AND INVESTING October 08, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: Anxiety surrounding the debt ceiling has contributed to recent market weakness in our view, though also accompanied by supply chain issues, inflation concerns, and details on the coming infrastructure/tax […]

MARKETS AND INVESTING October 04, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. I decided to create my own acronym, MEMS. Why not? This melodrama, embellishment, madness and sensationalism of reporting economic news and market forecasting invents my “MEMS” acronym. Of course, this is pure ridiculousness but humor […]