Investment Strategy

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. With 86% of the S&P 500’s market cap having already reported, the historic Q1 earnings season is approaching an end. 87% of companies have beaten earnings estimates by an aggregate 23.6% rate- largest surprise on record! Q1 earnings […]

Weekly Investment Strategy   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The disconnect between price & earnings recoveries Pricing pressures accompanying the recovery An ever growing dependence on technology With more than 300 billion emails sent per day**, it is hard to believe that email has only been in existence for […]

May 3, 2021 April markets end in positive territory, buoyed by stimulus, widespread vaccine adoption and earnings. The markets continue their upward trend, supported by accommodative fiscal policy from the Federal Reserve, strong gross domestic product (GDP) numbers and solid earnings reports. As President Biden celebrated his 100th day in office to close the month, […]

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. The S&P 500 remains at all-time highs, as it continues to digest short-term overbought conditions along with very strong Q1 earnings results. The macro backdrop continues to improve with Q1 GDP growing 6.4% q/q (second strongest quarter in […]