Investment Strategy
Key trends that are poised to drive the market
MARKETS & INVESTING July 12, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways S&P 500 ex-MAGMAN earnings are improving Higher bar for 2Q earnings could lead to volatility The health of the consumer will be in focus The Pendulum Swings Back to the Micro (from Macro). This week marks the […]
A recession is coming
MARKETS & INVESTING July 08, 2024 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. It’s inevitable. A recession is coming. Whether it gets here next month, next quarter, next year, or next decade will be continuously debated until it arrives. Yet, one thing that everyone will agree on is […]
Mega-cap tech stocks continue to lead the way
MARKETS & INVESTING July 01, 2024 The S&P 500 is off to its best start to the year since 2019. Having hit 31 record highs since January and up more than 15% year to date, the S&P 500 is off to its best start to the year since 2019 and the best start to […]
Mid-year report
MARKETS & INVESTING July 01, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. From the peak of interest rates in October 2023, the market sensed the end of Federal Reserve rate hikes. July 2023 was the last of their 11th rate hike totaling 525 basis points. The timing played […]