Investment Strategy

MARKETS & INVESTING February 28, 2023   Markets this month were unable to build upon January’s momentum following speculation that the central bank will continue with interest rate hikes. In other contexts, a string of positive economic data, including reports on jobs and retail sales, would provide a tailwind for equities. In these inflationary times, […]

MARKETS & INVESTING February 24, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways National security concerns will drive defense budgets higher Shifting alliances pose a growing risk Food and energy security remain a top concern Today marks the one-year anniversary of Russia’s war with Ukraine. Sadly, there is no end […]

MARKETS & INVESTING February 24, 2023   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. The market finally took a breather this week after a strong start to the calendar year. While we thought a “rest” was inevitable as the market was in overbought territory, the […]

MARKETS & INVESTING February 17, 2023   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Equity markets have experienced a strong start to the year – the average S&P 500 stock is up ~8% YTD with outperformance coming from the higher-beta, harder-hit areas in last year’s […]