Investment Strategy

Markets & Investing January 22, 2025 Senior Investment Strategist Tracey Manzi notes that the Federal Reserve’s ongoing easing cycle should benefit short to intermediate maturities. To read the full article, see the Investment Strategy Quarterly publication linked below. Throughout 2024, the path to economic normalization continued. Federal Reserve (Fed) policymakers made substantial progress bringing inflation […]

Markets & Investing January 21, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The United States central bank – the Federal Reserve – reversed its monetary policy on September 18, 2024, by beginning to cut the Fed Funds rate. The Federal Open Market Committee (FOMC) meets eight times per […]

Markets & Investing January 17, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Under Biden, the US economy added the most jobs of any president Elevated inflation was the Achilles heel for the Biden administration US equities outperformed international in all four of Biden’s years in office A New Chapter in […]

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 […]