Investment Strategy

MARKETS & INVESTING October 23, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Higher for longer. The Federal Reserve will likely maintain higher interest rates and remain open to another rate hike. Borrowing costs for households, businesses and governments have risen with soaring rates. Inflation remains sticky…yet growth […]

MARKETS & INVESTING October 20, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Mild recession remains our base case Headwinds are building for the consumer Surging borrowing costs Pose a risk This week we celebrated National Mulligan Day – a day everyone gets a ‘do over’ or a second chance. […]

MARKETS & INVESTING October 16, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. I was asked a pretty good question following an internal meeting late last week. The question started out by noting that we have been promoting going longer on the curve for a while now and […]

MARKETS & INVESTING October 13, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Supply chains will not be impacted by Israeli-Hamas war Conflict unlikely to push oil prices significantly higher No changes to our economic or earnings forecasts In light of the horrific attack on Israel last weekend, our weekly […]