Investment Strategy

Markets & Investing October 25, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Gridlock in Congress remains the most likely scenario Macro fundamentals remain the long-term driver of the market Avoid knee-jerk reactions to portfolios based on election outcomes The long and winding road to one of the most unusual […]

Markets & Investing October 21, 2024   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. The FOMC lowered the Fed Funds rate by 50 basis points at their September meeting. This was the first cut in over four years and the start of what is expected to be a multi-year […]

Markets & Investing October 18, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Equity market technicals are currently stretched Election uncertainty likely to weigh on the market near term Earnings will need to be the catalyst to push the market higher Another Super Moon! This week, skywatchers got to experience […]

Markets & Investing October 17, 2024   Senior Investment Strategist Tracey Manzi notes that while the predictive power of the inverted yield curve has waned this cycle, investors shouldn’t dismiss the warning signs entirely. To read the full article, see the Investment Strategy Quarterly publication linked below. For decades, yield curve inversions have been a […]