Investment Strategy
Summarizing the key market events of the summer
MARKETS & INVESTING September 01, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Growth boost is likely to prove short-lived Weaker growth will drive Treasury yields lower Still cautious on equities near term Happy Labor Day! This weekend marks the ‘unofficial end’ to summer – the last weekend to squeeze […]
Market still in an uptrend despite cool August performance
MARKETS & INVESTING August 31, 2023 A strong rally for equities in the last week of trading narrowed the month’s loss, but fell short of closing it. A steady stream of news helped drain enthusiasm from the equities markets through most of August, snapping a five-month growth streak at a time of the year […]
Details matter
MARKETS & INVESTING August 28, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Sometimes things sound the same, look the same, or feel the same – but they are not. It doesn’t necessarily mean one is better or worse than another but uniquely dissimilar and serving unlike purposes. […]
Treasury yields – what’s driving their recent rise?
MARKETS & INVESTING August 25, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways It’s premature to call off a recession Lower shelter costs will ease inflationary pressures Treasury supply dynamics caught the market by surprise “Toto, I’ve a feeling we’re not in Kansas anymore.” This famous phrase from the Wizard […]