Investment Strategy
Weekly Market Guide
January 22, 2021 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary Q4 earnings season is off to a solid start fundamentally. 87% of S&P 500 companies are beating their earnings estimates by an aggregate surprise of 20.4% so far, in line with the historically […]
Weekly Investment Strategy
January 15, 2021 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Democratic sweep may ‘preserve’ tax policy shifts Biden administration vows to ‘protect’ against cyber threats The Fed may have to ‘defend’ against inflation spikes Next Wednesday, January 20, Joe Biden will be sworn in as the 46th President of the United […]
Weekly Market Guide
January 15, 2021 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary Since breaking out to new highs in November, the S&P 500 has continued to glide higher through the seasonally strong period of the year. Enormous strength from the most risk-on areas during this […]
10-Year Expected to Creep Higher to 1.5% by Year-End
January 12, 2021 Doug Drabik and Nick Goetze, Raymond James fixed income managing directors, expect a slight steepening of the yield curve over the course of 2021. To read the full article, see the Investment Strategy Quarterly publication linked below. More than 39 years of general interest rate decline, 23 years of moderate inflation, five […]