Investment Strategy

MARKETS & INVESTING December 01, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Strong bond rally delivers best monthly return since 1985 S&P 500 monthly gain was the seventh best in 30 years 60/40 portfolio posts second best monthly return in 30 years November was a pivotal month for the […]

MARKETS & INVESTING November 30, 2023   The S&P 500 recorded eight consecutive days of gains during the month, its longest stretch since 2021. A monthlong feast, November had a dish to suit nearly every taste. The four-week rally sent major market indices to near or beyond the year-to-date peaks reached at the end of […]

MARKETS & INVESTING November 27, 2023   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. The volatility experienced across the bond market over the past several months is a good reminder of two important truths: 1) things can change quickly, and 2) there is no guarantee of a return to […]

MARKETS & INVESTING November 20, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The mounting fiscal deficit is becoming a louder topic. A deficit can be economically problematic on many levels and its financial hemorrhaging can reach far into the future. It is not as simple as it […]