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Investment Strategy

Consumer strength likely to hit some crosswinds

MARKETS & INVESTING August 11, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tailwinds to consumer strength are fading Labor market cracks are becoming evident Higher borrowing costs a headwind for capex plans Planes, trains, and automobiles! That’s what this summer’s travel season has felt like for millions of Americans […]

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Don’t slight historical wisdom

MARKETS & INVESTING August 07, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. In an era of instant gratification, it should not be a surprise that the market has been trending ahead of itself. The competitive nature of this country has developed technology, produced goods, created wealth and […]

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July employment comes in weaker than expected

MARKETS & INVESTING August 04, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economy likely to start cruising at a lower altitude Gravity is setting in on equity valuations Soaring stocks entering a weak seasonal period Happy August! As sky gazers and astronomy enthusiasts know, August is the best time for stargazing! […]

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Sometimes performance is enough

MARKETS & INVESTING July 31, 2023   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. In the active-management world that most market commentary comes from, the focus is often on trying to do something to outperform the market. Through the lens of a portfolio manager, the “market” is typically whatever […]

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