Investment Strategy

MARKETS & INVESTING October 27, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Favorable seasonals should provide a tailwind The market may be misinterpreting mega earnings Contrarian catalyst as sentiment has turned bearish Much like Halloween, it has been a scary time for investors – with the S&P 500 nearly […]

MARKETS & INVESTING October 23, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Higher for longer. The Federal Reserve will likely maintain higher interest rates and remain open to another rate hike. Borrowing costs for households, businesses and governments have risen with soaring rates. Inflation remains sticky…yet growth […]

MARKETS & INVESTING October 23, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Higher for longer. The Federal Reserve will likely maintain higher interest rates and remain open to another rate hike. Borrowing costs for households, businesses and governments have risen with soaring rates. Inflation remains sticky…yet growth […]

MARKETS & INVESTING October 20, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Mild recession remains our base case Headwinds are building for the consumer Surging borrowing costs Pose a risk This week we celebrated National Mulligan Day – a day everyone gets a ‘do over’ or a second chance. […]