Investment Strategy
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 […]
Market chaos is harvesting income opportunities
Markets & Investing May 12, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Click here to enlarge If we could imagine a “normal” yield curve, what might it look like? Intuitively, the more duration risk taken, the more reward or yield demanded by investors. This is why, historically, the […]
Three takeaways from earnings season
Markets & Investing May 09, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tariff and economic uncertainties muddy the waters Consumers remain in good shape despite declining confidence Mega-cap tech 1Q25 earnings remained a bright spot The roller coaster continues! A stronger than expected first quarter earnings season and encouraging signs […]