Investment Strategy

MARKETS & INVESTING September 30, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Three consecutive negative quarters for bonds & equities Good news becoming bad news for a more hawkish Fed Anticipating a mild, not severe, recession A September to remember? More like one we’d like to forget! After the […]

MARKETS & INVESTING September 30, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The news seems to increasingly worsen (i.e. currency volatility, sharply higher bond yields, Nordstream pipeline leak, etc.), as is often the case during bear markets. And this impacts human […]

MARKETS & INVESTING September 26, 2022   By Nick Goetze discusses fixed income market conditions and offers insight for bond investors. Volatility is the word at the top of the list when describing our markets of late. Volatility in headlines. Volatility in emotions. And volatility in securities prices. When reading news or analyzing economic data […]

MARKETS & INVESTING September 23, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The Fed elected to raise rates by 75bps at its eagerly-anticipated September FOMC meeting (below some estimates of 100bps) but increased forward rate expectations above what was priced into […]