Investment Strategy
Tech sector emerged as 2023’s first half MVP
MARKETS & INVESTING July 07, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tech sector the MVP of the first half Tech likely to maintain All-Star status in the second half Energy, financials and health care poised to rebound With the baseball season halfway completed, Seattle, Washington will host the […]
Will the market sustain its upswing?
MARKETS & INVESTING July 03, 2023 Better than expected first quarter earnings, decelerating inflation and growing optimism about a soft, non-recessionary landing have driven the market’s positive 2023 start. The bear may have entered hibernation in June, but can we now count a bona fide bull? That may be overselling it. Equities capped off […]
Market and economic cycles moving to the next stage
MARKETS & INVESTING July 01, 2023 Following a strong start to 2023, CIO Larry Adam and his team share their outlook for the remainder of the year. To read the full article, see the Investment Strategy Quarterly publication linked below. This year marks the 110th edition of the Tour de France, the most prestigious […]
Equities entering a new – and more challenging – stage
MARKETS & INVESTING June 30, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economy is normalizing as stimulus wears off The Fed is nearing the finish line Equities entering a new, more challenging stage This weekend marks the official start of the Tour de France – one of the biggest […]