Investment Strategy
Another solid quarter for the equity market
Markets & Investing September 27, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Strong returns across all fixed income sectors in Q3 Another solid quarter for the equity market Mixed commodity performance despite weaker USD Who says nothing happens over the summer? It’s not unusual for life to slowdown in the […]
Five lessons learned as summer comes to an end
Markets & Investing August 23, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways A soft landing for the economy remains our base case The 2024 election is now a toss-up 3Q24 EPS estimates are being revised downward Happy National Cheap Flight Day! Yes, you heard that right—there is a national […]
The long term approach vs. short term noise
Markets & Investing August 19, 2024 Nick Goetze discusses fixed income market conditions and offers insight for bond investors. As recently as the beginning of this year the market pundits were predicting up to six Federal Reserve rate cuts to the short-term Federal Funds Rate. Shockingly, the pundits’ expectations have not come to fruition. […]
Reviewing the key themes that emerged from earnings season
Markets & Investing August 16, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways 2Q24 earnings season were solid in aggregate Current 2025 estimates are likely too high Mega-cap tech remains a standout That’s a wrap! This week marks the ‘unofficial’ end to 2Q24 earnings season – and aside from a […]