Investment Strategy
Investor optimism set the tone for a strong finish to 2023
MARKETS & INVESTING January 02, 2024 The S&P 500 reversed its 2022 losses, and then some, closing the year near a record high. A choir of optimistic investor sentiment closed 2023 on a high note, as expectations of “steep cuts to interest rates” may be at odds with the Federal Reserve’s (Fed) actual sheet […]
10 themes that will affect your 2024 investing
MARKETS & INVESTING January 02, 2024 As a new year begins, Raymond James CIO Larry Adam serves up his outlook on the financial markets. To read the full article, see the Investment Strategy Quarterly publication linked below. On Top Chef, one of America’s most popular kitchen competition television shows, contestants walk in with knowledge and […]
Two sides to every story?
MARKETS & INVESTING December 18, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The market has been indecisive but with reason. 2023 has been filled with strong opinions however, many of the opinions are of contrasting beliefs. Reading the future is not easy. If it were then getting […]
The probability of a soft landing has increased
MARKETS & INVESTING December 15, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The probability of a soft landing has increased The trend in bond yields remains lower Mild recession will keep earnings growth subdued Happy National Ugly Christmas Sweater Day! This hilarious tradition is one of my favorites of […]