Investment Strategy

MARKETS & INVESTING January 05, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways A U.S. recession will likely be the mildest in history Fed rate cuts are on the horizon in 2024 Small caps are a ‘dive’ worth considering Want to know what’s ‘cooking’ in the financial markets in 2024? […]

MARKETS & INVESTING January 02, 2024   The S&P 500 reversed its 2022 losses, and then some, closing the year near a record high. A choir of optimistic investor sentiment closed 2023 on a high note, as expectations of “steep cuts to interest rates” may be at odds with the Federal Reserve’s (Fed) actual sheet […]

MARKETS & INVESTING January 02, 2024   As a new year begins, Raymond James CIO Larry Adam serves up his outlook on the financial markets. To read the full article, see the Investment Strategy Quarterly publication linked below. On Top Chef, one of America’s most popular kitchen competition television shows, contestants walk in with knowledge and […]

MARKETS & INVESTING December 18, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The market has been indecisive but with reason. 2023 has been filled with strong opinions however, many of the opinions are of contrasting beliefs. Reading the future is not easy. If it were then getting […]