Investment Strategy

MARKETS & INVESTING November 04, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. The Federal Reserve (Fed) elected to hike by 75 basis points (bps) at the November 2 FOMC meeting, taking the fed funds rate up to a target range of 3.75%-4.0%. While […]

MARKETS & INVESTING October 31, 2022   After two quarters of decline in gross domestic product, the third quarter produced a positive 2.6% annualized rate of growth. Despite the Federal Reserve’s higher-for-longer interest rate strategy and persistently high inflation, strong corporate earnings helped push October to become the best month of the year for equity […]

MARKETS & INVESTING October 31, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Volatility in the marketplace has understandingly raised uncertainty as to how the markets may react going forward. There are many distinct differences between equities and bonds and these characteristics shape investment portfolio performance. Equities are […]

MARKETS & INVESTING October 28, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The economy ended the streak of negative growth Fed expected to hike rates by 0.75% for the fourth time Strong market reaction for missed earnings estimates Play ball! It’s primetime for baseball fans as the Fall Classic […]