Investment Strategy

MARKETS & INVESTING January 09, 2023   Doug Drabik, Drew O’Neil, Rob Tayloe and Josh Milrad discusses fixed income market conditions and offers insight for bond investors. Starting a year on a positive note is quite welcoming for income buyers. Although media outlets talk endlessly about what a bad year 2022 was for investors, those […]

MARKETS & INVESTING January 06, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Non-synchronized nature of the business cycle A Fed pause bodes well for bond returns Historical trends suggest a stronger year for equities What do the financial markets and sci-fi thriller Jurassic Park have in common? The theme of evolution. […]

MARKETS & INVESTING January 06, 2023   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. A new year marks a new beginning, but for now the story remains the same for equity markets. Rapid Federal Reserve (Fed) tightening in order to fight high inflation in 2022 […]

MARKETS & INVESTING January 03, 2023   The U.S. economy continually showed its resiliency through a challenging year. December did not bring the good tidings investors wished for – and typically see in the final month of the year – as most major asset classes struggled at the end of an especially volatile year for […]