Investment Strategy

MARKETS & INVESTING July 28, 2023   Review the latest Weekly Headings by CIO Larry Adam. Strike activity remains muted by historical standards Strike-related wage deals not likely to sway the Fed Corporate margins have room to absorb wage increases Record-breaking heat waves dominate the news headlines, with 2023 shaping up to be one of, […]

MARKETS & INVESTING July 26, 2023   The central bank agreed to a 25 basis point increase in July after electing to not raise the federal funds rate in June. Following a skip at its June meeting, the Federal Reserve (Fed) chose to raise the federal funds rate 25 basis points (bps) at the July […]

MARKETS & INVESTING July 24, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Last week I talked about the income opportunity in short to intermediate investment-grade corporate bonds. This Monday, I want to talk about the income opportunity obtainable in the intermediate to long end of the curve. […]

MARKETS & INVESTING July 21, 2023   Review the latest Weekly Headings by CIO Larry Adam. Bonds perform well after the tightening cycle ends Near-term caution on equities is warranted Equity rally should broaden into the lagging sectors The 2023 FIFA Women’s World Cup ‘kicked’ off this week. Women’s soccer has become so popular, with […]