Investment Strategy

MARKETS & INVESTING October 21, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. The S&P 500 is attempting to bounce after pulling in ~17% since the mid-August peak. While the predominant market trend remains lower for now, we do believe an oversold rally could […]

MARKETS & INVESTING October 17, 2022   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. CPI (Consumer Price Index) data for September came in higher than market expectations across the board. The headline number came in at 8.2% year-over-year (8.1% was expected). Core month-over-month CPI, which many view as the […]

MARKETS & INVESTING October 14, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Retailers will discount to deplete the inventory glut Higher prices may hamper the consumer’s ability to travel Mismatch between rental price beliefs and reality This week’s inflation releases are testing investor patience once again. While the September […]

MARKETS & INVESTING October 14, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. The eagerly-anticipated September inflation report was a disappointment. Core CPI rose 0.6% m/m (above the 0.4% consensus estimate), taking the y/y reading up to a new high of 6.6%. Shelter rose […]