Investment Strategy

MARKETS & INVESTING May 12, 2023   Review the latest Weekly Headings by CIO Larry Adam. Tighter lending standards still pose a risk The debt ceiling issue will get resolved The earnings outlook is improving This past Thursday was National Twilight Zone Day. For those of you who are unfamiliar, The Twilight Zone was a […]

MARKETS & INVESTING April 24, 2023   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Short-term Treasury yields skyrocketed throughout 2022 reaching levels not seen in almost 15 years. In early October, the yield of the 6-month T-bill topped 4% for the first time since 2007 and by the end […]

MARKETS & INVESTING April 21, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The U.S. earnings recession should be short-lived The Fed is unlikely to pivot to an easier policy this year The U.S. dollar’s supremacy is not coming to an end Over the next few weeks, the exciting professional […]

MARKETS & INVESTING April 21, 2023   Review the latest portfolio strategy commentary from Mike Gibbs. The S&P 500 has been resilient, hanging in there at the upper end of its recent range (~4200). Investor optimism surrounding an end to the Federal Reserve’s (Fed) rate hike cycle has supported the recent strength, but we are […]