Investment Strategy

MARKETS & INVESTING December 16, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Resilient consumers help U.S. economy avoid recession P/E contraction has kept the S&P 500 from new highs Most daily 1% swings for S&P 500 since 2009 As your Investment Strategy Team, the ability to look ahead and […]

MARKETS & INVESTING December 16, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Inflation and Fed policy remain top-of-mind for investors, and we received updates on both this week. The November Consumer Price Index (CPI) report contained a second consecutive month of promise (0.2% […]

MARKETS & INVESTING December 12, 2022   What’s on the market’s wish list for 2023? Raymond James CIO Larry Adam provides a festive perspective.  

MARKETS & INVESTING December 12, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Sometimes opportunities present themselves but it only matters if we act on them. Although many investors utilize fixed income primarily to protect principal and balance the growth assets in the portfolio, being able to capitalize […]