Investment Strategy
Market performance in a presidential election year
MARKETS & INVESTING January 11, 2024 Managing Director, Washington Policy Analyst Ed Mills provides an update on his team’s 2024 election outlook and other key issues Washington D.C. will tackle. To read the full article, see the Investment Strategy Quarterly publication linked below. Key takeaways: While the most likely scenario remains a rematch of […]
Attractive income levels to start the year
MARKETS & INVESTING January 08, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. A lot was going on with rates in 2023, yet, at the end of the year how different were things? The 10-year Treasury yield’s lowest closing was 3.30%, while its highest close was 4.98%. This […]
What will be on the financial markets’ 2024 menu?
MARKETS & INVESTING January 05, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways A U.S. recession will likely be the mildest in history Fed rate cuts are on the horizon in 2024 Small caps are a ‘dive’ worth considering Want to know what’s ‘cooking’ in the financial markets in 2024? […]
Investor optimism set the tone for a strong finish to 2023
MARKETS & INVESTING January 02, 2024 The S&P 500 reversed its 2022 losses, and then some, closing the year near a record high. A choir of optimistic investor sentiment closed 2023 on a high note, as expectations of “steep cuts to interest rates” may be at odds with the Federal Reserve’s (Fed) actual sheet […]