Investment Strategy
Tech earnings will be in the limelight
MARKETS & INVESTING January 26, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Watching the Fed and quarterly refunding update The pace of job gains should continue to slow Tech earnings next week will be in the limelight This week marks the 100th anniversary of the Winter Olympics. In 1924, […]
Individual bond choice matters
MARKETS & INVESTING January 22, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Many investors buy individual bonds as a means to preserve their wealth. They can serve as a method to balance growth assets (such as stocks). We’ve talked a lot about how interest rates are currently […]
Will the bond market cooling trend persist?
MARKETS & INVESTING January 19, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Policymakers pour ‘cold water’ on early rate cuts Economic data is still likely to ‘chill’ Watch the quarterly refunding announcement Hope you are staying warm! This week brought record low temperatures and wind chill advisories across the […]
Ready, set, lock in rates
MARKETS & INVESTING January 17, 2024 Senior Investment Strategist Tracey Manzi shares why the journey to lower interest rates isn’t likely to proceed in a straight line. To read the full article, see the Investment Strategy Quarterly publication linked below. Key takeaways: Stronger-than-expected growth, concerns about the U.S. government’s fiscal outlook and the Federal […]