Investment Strategy

MARKETS & INVESTING March 31, 2023   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. The S&P 500 has done well to recover from banking sector concerns over the past few weeks. However, the rally has been a bit more uneven beneath the surface, reflecting the […]

MARKETS & INVESTING March 27, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The NCAA basketball tournament headlines the idea that their tournament is March madness. For those basketball fans out there, you know too well that this year is living up to the self-proclaimed mantra. It is […]

MARKETS & INVESTING March 24, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The end of the Fed’s tightening cycle is near Tightening lending standards holds the key Banks Q1 earnings reports will be a key focus It’s spring again – a season of hope and new beginnings. A season […]

MARKETS & INVESTING March 24, 2023   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. As bank contagion fears subsided, equities rallied over the past week. The banking industry will cut back on lending even more in the aftermath, raising the odds of economic contraction ahead. But […]