Investment Strategy

Markets & Investing October 01, 2024   Raymond James CIO Larry Adam notes that even as unexpected detours occur, investors can’t lose sight of their long-term goals. For more insights, see the Investment Strategy Quarterly publication linked below. With fall in the air, it’s a great time for a road trip! There’s something exciting about the American tradition of hitting the road with friends and family in tow. “It’s not the destination, it’s the journey,” Ralph Waldo Emerson said, but he never had to manage portfolios – both are critically important. Why? Because similar to road trips, even as unexpected detours occur, investors cannot lose sight of their long-term goals. Case in point: as we look at today’s economy and financial markets, we are at a crossroads: Will it be a long straight highway to a soft landing, or will it be a bumpy road to recession? Will November’s election results provide a fork […]

Markets & Investing September 30, 2024   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. For many investors, the fixed income portion of their portfolio is intended to be the ballast of the portfolio. Fixed income investments are well-suited to fill the capital preservation-focused portion of a portfolio for several […]

Markets & Investing September 27, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Strong returns across all fixed income sectors in Q3 Another solid quarter for the equity market Mixed commodity performance despite weaker USD Who says nothing happens over the summer? It’s not unusual for life to slowdown in the […]

Markets & Investing August 23, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways A soft landing for the economy remains our base case The 2024 election is now a toss-up 3Q24 EPS estimates are being revised downward Happy National Cheap Flight Day! Yes, you heard that right—there is a national […]