Investment Strategy

MARKETS & INVESTING December 02, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways S&P 500 sector dispersion is at multi-year highs The Dow is strongly outperforming the S&P 500 Active management outperforming YTD What a win! With Tuesday’s victory over Iran, the U.S. Men’s National Soccer team advanced past the […]

MARKETS & INVESTING December 02, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Federal Reserve (Fed) Chairman Jerome Powell’s much-anticipated speech on November 30 was far less hawkish than anticipated, resulting in lower market-implied rate hike expectations in the outlook, lower bond yields, and […]

MARKETS & INVESTING November 18, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Services spending gives economic growth a boost Bond yields at attractive levels for income-based investors On pace for record setting buybacks & dividends Happy Turkey Day! As we approach Thanksgiving, it’s the perfect time to reflect on […]

MARKETS & INVESTING November 18, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. The S&P 500 has rallied ~15% from the lows in mid-October, underpinned by better-than-expected inflationary reports over the past week. Last Thursday’s CPI reading of 0.27% m/m came in well below […]