Investment Strategy

MARKETS & INVESTING September 29, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Consumer spending fog is rolling in Still calling for lower long-term Treasury yields Modest upside for equities is expected from current levels Sailing on Strange Seas! Traditional indicators have been flashing warning signals for some time now, […]

MARKETS & INVESTING September 25, 2023   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Anyone who even casually pays attention to the financial media has likely become familiar with the current state of inflation as well as how high interest rates have risen over the past ~2 years. Inflation […]

MARKETS & INVESTING September 22, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Headwinds are building for the consumer High borrowing rates are reaching a pain point Labor market strength is waning This weekend marks the arrival of fall! The turning point in the year where the days grow shorter, nights […]

MARKETS & INVESTING September 18, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Click here to enlarge Inverted curves (when the gold line goes below the red line meaning that short maturity yields are higher compared to longer maturity yields) have preceded recessions. The longest period of inversion […]