Investment Strategy

MARKETS & INVESTING November 06, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. I’ve talked about the volatile markets and last week highlighted such. The 2- through 30-year Treasuries rallied hard to drop yields from 12 to 18 basis points. By example, the 10-year Treasury price bottomed out […]

MARKETS & INVESTING November 03, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economic growth will slow in the coming quarters Labor market strength is easing Disinflationary trend remains intact Happy National Cliché Day! Who knew there was a day dedicated to celebrate the often vague (although sometimes useful) and […]

MARKETS & INVESTING October 31, 2023   Equities pulled back for a third straight month in October while navigating through persistent headwinds. Many words have been published about the U.S. economy plowing through conventional expectations amid the Federal Reserve’s (Fed) campaign to lower inflation by raising interest rates. Through October, this theme would continue as […]

MARKETS & INVESTING October 30, 2023   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Yields are at some of their highest levels in over a decade. This means that if you own fixed income in your portfolio, there is a good chance that you are seeing unrealized losses on […]