Investment Strategy

MARKETS & INVESTING December 23, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. As the calendar turns to 2023, we believe that equities in the year ahead will be heavily influenced by the degree of inflation moderation, central bank policy and the amount of […]

MARKETS & INVESTING December 19, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Click here to enlarge Twas the week before Christmas, when all through Ray Jay’s house, Inflation was stirring, recession advocates ready to espouse; Stocks… oh they swung, giving investors a scare, In the hopes that […]

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% […]