Investment Strategy

Markets & Investing January 13, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The excitement for fixed income professionals over the last year plus, has been the delivery of dual benefits for investors. A more conservative investment portfolio allocation dictates both growth assets (such as stocks) and wealth preservation […]

Markets & Investing January 10, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The sharp rise in Treasury yields has caught the market’s attention Earnings growth should be the catalyst to drive the S&P 500 higher Investor overoptimism remains the biggest risk overhanging the market Hello 2025! US equities had a […]

Markets & Investing January 06, 2025 The most celebrated and watched markets on the planet are the U.S. equity markets. Although underlying fundamentals and company financial statements can be difficult to analyze, the general public can easily discern price movements and understand the primary objective—buy low and sell high. For many investors, equities, are an […]

Markets & Investing January 03, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The U.S. economy is poised for its fifth year of expansion The 10-year Treasury yield should remain range-bound in 2025 Fundamentals remain supportive of U.S. equities, but gains should be more muted 2024 was a banner year—with equities soaring […]