Investment Strategy

MARKETS & INVESTING March 03, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Easing price pressures will drive yields lower The Fed is nearing the end of its tightening cycle Bonds haven’t been this attractive since 2008 Happy National Employee Appreciation Day! This lesser-known celebration was created to recognize employees […]

MARKETS & INVESTING March 03, 2023 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. February was a reality check for investors following January’s surge higher on “soft landing” optimism, as sticky inflationary readings over the past several weeks resulted in higher rate expectations, rising bond yields […]

MARKETS & INVESTING March 03, 2023   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. February was a reality check for investors following January’s surge higher on “soft landing” optimism, as sticky inflationary readings over the past several weeks resulted in higher rate expectations, rising bond […]

MARKETS & INVESTING February 28, 2023   Markets this month were unable to build upon January’s momentum following speculation that the central bank will continue with interest rate hikes. In other contexts, a string of positive economic data, including reports on jobs and retail sales, would provide a tailwind for equities. In these inflationary times, […]