Investment Strategy

Markets & Investing November 22, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Investors have much to be thankful for in 2024 Economic resilience and positive EPS growth support returns The cost of Thanksgiving dinner declines for second straight year Happy Early Thanksgiving! No Thanksgiving would be complete without giving thanks and […]

Economy & Policy November 22, 2024 Chief Economist Eugenio J. Alemán discusses current economic conditions. There has been a lot of talk about (in)efficiencies in government spending, both before and since the election. Much of the conversation has been driven by Elon Musk, who will co-head the Department of Government Efficiency (DOGE, not an actual […]

Markets & Investing November 18, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The Treasury yield curve has shifted appreciably all year long. In particular, the last few months have realized substantial rate changes. The shift in the Treasury curve is not isolated. The corporate curve is also changing. […]

Markets & Investing November 15, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Treasury yields rise as recent growth scare subsides Yields are compelling after the latest rate move Higher rates could lead to an equity market pullback Wait, what? The Fed cut interest rates and bond yields went up, not down. Yes, you […]