Investment Strategy
Market impact of Mideast conflict likely to be contained
MARKETS & INVESTING October 13, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Supply chains will not be impacted by Israeli-Hamas war Conflict unlikely to push oil prices significantly higher No changes to our economic or earnings forecasts In light of the horrific attack on Israel last weekend, our weekly […]
Why fixed income has double appeal
MARKETS & INVESTING October 10, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. As a strategist, I work with financial advisors every day creating custom fixed income portfolios based on client’s financial needs and goals – with a keen eye on the importance of a balanced portfolio. Two […]
Swing and a miss in markets amid volatility
MARKETS & INVESTING October 06, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Bonds are not rallying with positive inflation news Poor technicals are driving market moves Dysfunction in Washington remains a wild card Swing and a miss! This week marks the start of post-season baseball—America’s favorite pastime. Over the […]
Economy and markets slow as headwinds build
MARKETS & INVESTING October 02, 2023 As heightened inflation has lingered, the Federal Reserve diminished hopes of 2024 interest rate cuts and economic data suggests a mild recession in the first half of 2024. Throughout the run of the Federal Reserve’s (Fed) inflation-fighting, rate-raising program, the equity market has shown uncommon enthusiasm supported by […]