Investment Strategy
Which part of the curve is your fixed income focused on?
Markets & Investing October 15, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. We have been warning about a general shift in interest rates for weeks. In particular, we have focused on the Fed’s directional policy change, which did flip on September 18 when they cut the Fed […]
Five things to keep an eye on during earnings season
Markets & Investing October 11, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways S&P 500 to post fifth straight quarter of positive EPS growth Mega-cap tech to be a bright spot yet again 2025 EPS estimates likely to be revised lower This weekend marks the second anniversary of the bull market. Since […]
Getting specific – A working strategy
Markets & Investing October 07, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Fixed income portfolios utilizing individual bonds allow investors to create tailor made strategies based on individual goals and situations. As such, commentaries usually comprise broad tactics and over-arching themes in an effort to educate, expose, […]
The U.S. economy is on track for a soft landing
Markets & Investing October 04, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The U.S. economy is on track for a soft landing Bonds are back to being bonds again The equity bull market is still intact Time For A Road Trip! Road trips have been an American staple for […]