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Investment Strategy

Why fixed income has double appeal

MARKETS & INVESTING October 10, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. As a strategist, I work with financial advisors every day creating custom fixed income portfolios based on client’s financial needs and goals – with a keen eye on the importance of a balanced portfolio. Two […]

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Swing and a miss in markets amid volatility

MARKETS & INVESTING October 06, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Bonds are not rallying with positive inflation news Poor technicals are driving market moves Dysfunction in Washington remains a wild card Swing and a miss! This week marks the start of post-season baseball—America’s favorite pastime. Over the […]

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Economy and markets slow as headwinds build

MARKETS & INVESTING October 02, 2023   As heightened inflation has lingered, the Federal Reserve diminished hopes of 2024 interest rate cuts and economic data suggests a mild recession in the first half of 2024. Throughout the run of the Federal Reserve’s (Fed) inflation-fighting, rate-raising program, the equity market has shown uncommon enthusiasm supported by […]

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Markets sailing into unknown seas

MARKETS & INVESTING October 02, 2023   CIO Larry Adam and his team share their outlook as the economy and financial markets chart their course for the remainder of this year and 2024. To read the full article, see the Investment Strategy Quarterly publication linked below. Investors had gotten used to smooth sailing with the […]

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