Investment Strategy

MARKETS & INVESTING January 11, 2023   Market volatility and the Federal Reserve’s efforts to reduce inflation will continue to garner attention. To read the full article, see the Investment Strategy Quarterly publication linked below. Key takeaways: We believe that inflation will be moderate over the next year which will allow the Federal Reserve (Fed) […]

MARKETS & INVESTING January 09, 2023   Doug Drabik, Drew O’Neil, Rob Tayloe and Josh Milrad discusses fixed income market conditions and offers insight for bond investors. Starting a year on a positive note is quite welcoming for income buyers. Although media outlets talk endlessly about what a bad year 2022 was for investors, those […]

MARKETS & INVESTING January 06, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Non-synchronized nature of the business cycle A Fed pause bodes well for bond returns Historical trends suggest a stronger year for equities What do the financial markets and sci-fi thriller Jurassic Park have in common? The theme of evolution. […]

MARKETS & INVESTING January 06, 2023   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. A new year marks a new beginning, but for now the story remains the same for equity markets. Rapid Federal Reserve (Fed) tightening in order to fight high inflation in 2022 […]