Investment Strategy
Growing U.S. debt – trouble ahead?
May 19, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Click here to enlarge Last week I talked about the upward sloping Treasury yield curve, a welcome change from the inverted yield curve that lingered for years. The upward sloping curve means that investors are rewarded more for taking […]
Market turnaround raises question: Where do we go from here?
Markets & Investing May 16, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Equity rally starting to feel stretched as investor sentiment makes a u-turn Do not overlook valuations: S&P 500’s P/E is looking pricey Looking ahead, sector differentiation is likely to play a greater role What a difference a month makes. President […]
A universe of potential opportunity lies beyond the public markets
Markets & Investing Technology and trends have made individual investors an important part of the private market. As a symbol of economic vibrancy and opportunity, it’s hard to beat the public market. Its storied venues, where everything from butter to trillion-dollar tech companies are bought and sold, are a foundation of the modern world. But […]
How does the US-China trade truce impact our market and economic views?
Markets & Investing May 14, 2025 The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain. On May 12, the United States and China announced a 90-day reduction on tariffs that stands as a temporary de-escalation of the nations’ trade war. US tariffs on Chinese goods dropped […]