Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Shareholders encouraging firms to take climate action Greenwashing on the minds of SEC regulators Favorable environmental scores a positive for info tech Yesterday was Earth Day, and with more than 1 billion people across 192 countries participating in the celebrations each year, the holiday […]

Interest in solar energy is soaring – and for good reason. Humans have harnessed the power of the sun since time immemorial, using it to tell time and start fires. And we’ve only gotten better at it. These days, we use photovoltaic (PV) panels to generate renewable solar energy, but the idea is basically the […]

Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Individual bonds help preserve your principal in a way that many other product types can’t. The protective characteristic is an individual bond’s stated maturity. We have been mesmerized for decades by total returns afforded nearly all product types, including total returns that […]

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. The bullish environment continues to prevail for equities, driven by an extremely rapid economic and earnings recovery, along with a Fed on hold. March retail sales rose by an enormous 9.8% m/m, boosted by $1.9T stimulus passed during […]