Investment Strategy

MARKETS & INVESTING February 17, 2023   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Equity markets have experienced a strong start to the year – the average S&P 500 stock is up ~8% YTD with outperformance coming from the higher-beta, harder-hit areas in last year’s […]

MARKETS & INVESTING February 13, 2023   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Ask yourself why you are investing in fixed income. Not why do most people invest in fixed income or how do most people utilize fixed income in their portfolio, but why are YOU investing in fixed income? […]

MARKETS & INVESTING January 30, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Click here to enlarge Click here to enlarge Not all curves look the same. Let’s compare several fixed income yield curves and the time ranges that may provide value. We often hear investors talk about […]

MARKETS & INVESTING January 27, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Earnings on pace to post first quarterly decline since 3Q20 Cost cutting initiatives to keep margins elevated Weaker dollar to be a tailwind for U.S. multinationals in 2023 Earnings are front and center – and rightfully so. […]