Investment Strategy
Market volatility is a normal feature of long-term investing
MARKETS & INVESTING April 19, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Over optimism flagged near-term pullback Volatility is a normal feature of long-term investing Pockets of weakness are not overly concerning Keep Calm and Carry On! The recent burst of volatility after a prolonged period of calm has […]
Reviewing the building blocks of the global food chain
MARKETS & INVESTING April 15, 2024 Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research. To read the full article, see the Investment Strategy Quarterly publication linked below. For a typical consumer, the two most hot-button topics are food and energy. Both play a significant […]
Why the uptick in inflation isn’t the start of a new trend
MARKETS & INVESTING April 12, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways March CPI data came in hotter than expected A cooling economy/labor market should ease inflation We continue to expect the Fed to cut three times in 2024 Growth and inflation have remained remarkably resilient since the start […]
After the Fed pivot: Where are the opportunities?
MARKETS & INVESTING April 10, 2024 Senior Investment Strategist Tracey Manzi notes that with a Federal Reserve easing cycle on the horizon, the fixed income markets are relatively attractive. To read the full article, see the Investment Strategy Quarterly publication linked below. The Federal Reserve’s (Fed) pivot late last year sparked an enormous rally […]