Investment Strategy
Headwinds are building for the consumer
MARKETS & INVESTING October 20, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Mild recession remains our base case Headwinds are building for the consumer Surging borrowing costs Pose a risk This week we celebrated National Mulligan Day – a day everyone gets a ‘do over’ or a second chance. […]
The treasury yield curve continues to deliver investor opportunity
MARKETS & INVESTING October 16, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. I was asked a pretty good question following an internal meeting late last week. The question started out by noting that we have been promoting going longer on the curve for a while now and […]
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 […]