Investment Strategy
New year opens window of opportunity for bond investors
MARKETS & INVESTING January 19, 2023 Investors may be able to lock in higher yield levels notes Doug Drabik, Managing Director, Fixed Income Research and Nick Goetze, Managing Director, Fixed Income Solutions. To read the full article, see the Investment Strategy Quarterly publication linked below. Key takeaways: Income and cash flow investors are presented […]
The Fed is still in charge – fixed income rates are still high
MARKETS & INVESTING January 17, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Everyone loves a story. Let’s face it. With an overload of media outlets competing for an audience, nearly every angle from each economic event is covered by someone. Every plausible, and sometimes improbable viewpoint is […]
Inflation decelerating as pricing pressures continue to cool
MARKETS & INVESTING January 13, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Energy prices a critical component of CPI Higher prices may hamper the consumer’s ability to travel Mismatch between rental price beliefs and reality In totality, the December CPI inflation report was another print supporting the global disinflation […]
Weekly market guide
MARKETS & INVESTING January 13, 2023 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Equities are bouncing to begin the new year, buoyed by the past week’s December jobs and Consumer Price Index (CPI) reports. Nonfarm payrolls rose by a still strong 223,000, but investor […]