Investment Strategy

MARKETS & INVESTING July 15, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The dilemma that all Fed committees and chairpersons face when the economic cycle nears a turn but then repeats itself can be summed up with Fed chair Jerome Powell’s recent references: “Easing too soon, too […]

MARKETS & INVESTING July 12, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways S&P 500 ex-MAGMAN earnings are improving Higher bar for 2Q earnings could lead to volatility The health of the consumer will be in focus The Pendulum Swings Back to the Micro (from Macro). This week marks the […]

MARKETS & INVESTING July 08, 2024   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. It’s inevitable. A recession is coming. Whether it gets here next month, next quarter, next year, or next decade will be continuously debated until it arrives. Yet, one thing that everyone will agree on is […]

MARKETS & INVESTING July 01, 2024   The S&P 500 is off to its best start to the year since 2019. Having hit 31 record highs since January and up more than 15% year to date, the S&P 500 is off to its best start to the year since 2019 and the best start to […]