Investment Strategy

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. There are an endless number of potential features that can make any given bond different from the next. Some of these features are not common at all and some are very common. Some are well understood and others not so much. Today, […]

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, […]