Investment Strategy
U.S. economic growth has defied the odds
MARKETS & INVESTING March 15, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways U.S. economic growth has defied the odds The labor market is off to a strong start to the year The road to 2% inflation may be bumpy, but is still intact Happy Saint Patrick’s Day and the […]
An asset class comparison
MARKETS & INVESTING March 11, 2024 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. For many investors, fixed income is intended to serve as the ballast of a portfolio. This means that it hopefully provides stability in turbulent times while providing consistent and known income, cash flow, and return […]
Why the equity market should move higher over the next 12 months
MARKETS & INVESTING March 08, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Strong rally suggests muted gains going forward Elevated valuations suggest market priced to perfection Investor sentiment becoming increasingly optimistic Don’t forget to turn your clocks forward early Sunday morning! That’s right, this weekend most of the nation […]
Cycles are long term
MARKETS & INVESTING March 04, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Click here to enlarge Recessions are part of the economic cycle. No one looks forward to a recession because of the pain it can impose on investors or worse, job security. However, we can tend […]