Investment Strategy
The probability of a soft landing has increased
MARKETS & INVESTING December 15, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The probability of a soft landing has increased The trend in bond yields remains lower Mild recession will keep earnings growth subdued Happy National Ugly Christmas Sweater Day! This hilarious tradition is one of my favorites of […]
Inflation remains on a downward path
MARKETS & INVESTING December 08, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economic slowdown is becoming more evident Inflation remains on a downward path It’s all about the Fed’s dot plots The Federal Reserve (Fed) meets for its final meeting of the year next week – the last major […]
A volatile year with a silver lining
MARKETS & INVESTING December 04, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. We’re in the final month of 2023 and what a wild ride it has been. The financial markets, investor opinions, and world events have been all over the place – so bear with me this […]
Recapping November’s key market events
MARKETS & INVESTING December 01, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Strong bond rally delivers best monthly return since 1985 S&P 500 monthly gain was the seventh best in 30 years 60/40 portfolio posts second best monthly return in 30 years November was a pivotal month for the […]