Investment Strategy

MARKETS & INVESTING September 25, 2023   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Anyone who even casually pays attention to the financial media has likely become familiar with the current state of inflation as well as how high interest rates have risen over the past ~2 years. Inflation […]

MARKETS & INVESTING September 22, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Headwinds are building for the consumer High borrowing rates are reaching a pain point Labor market strength is waning This weekend marks the arrival of fall! The turning point in the year where the days grow shorter, nights […]

MARKETS & INVESTING September 18, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Click here to enlarge Inverted curves (when the gold line goes below the red line meaning that short maturity yields are higher compared to longer maturity yields) have preceded recessions. The longest period of inversion […]

MARKETS & INVESTING September 15, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Rising oil prices are a key risk for the Fed Labor market rebalancing is good news for the Fed No hike in September, but another hike is still possible The Energizer Bunny! That’s the term that best […]