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Investment Strategy

Weekly market guide

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 […]

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Markets look to rebound from a volatile 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 […]

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2022 was quite a year for income buyers

MARKETS & INVESTING January 03, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The start of a new year always seems like a time to hit the reset button and undo any wrongs the world threw at us last year. I happen to be quite adept at the […]

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12 market-focused wishes for 2023

MARKETS & INVESTING December 30, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Easing pricing pressures to end the Fed tightening cycle Wishing for nine dovish voters on the Fed Equity investors would cheer if the NASDAQ reached 12,000 Annually, we release our 12 wishes for the new year that we […]

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