Investment Strategy
True fixed income: Are you comparing apples to oranges?
MARKETS & INVESTING April 22, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Timing has never been a crucial undertaking for fixed income allocations dedicated to asset preservation largely because this is a long-term endeavor dedicated to keeping an investor’s wealth intact. For decades, low yields produced modest […]
Market volatility is a normal feature of long-term investing
MARKETS & INVESTING April 19, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Over optimism flagged near-term pullback Volatility is a normal feature of long-term investing Pockets of weakness are not overly concerning Keep Calm and Carry On! The recent burst of volatility after a prolonged period of calm has […]
Reviewing the building blocks of the global food chain
MARKETS & INVESTING April 15, 2024 Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research. To read the full article, see the Investment Strategy Quarterly publication linked below. For a typical consumer, the two most hot-button topics are food and energy. Both play a significant […]
Why the uptick in inflation isn’t the start of a new trend
MARKETS & INVESTING April 12, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways March CPI data came in hotter than expected A cooling economy/labor market should ease inflation We continue to expect the Fed to cut three times in 2024 Growth and inflation have remained remarkably resilient since the start […]