Investment Strategy
July employment comes in weaker than expected
MARKETS & INVESTING August 04, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economy likely to start cruising at a lower altitude Gravity is setting in on equity valuations Soaring stocks entering a weak seasonal period Happy August! As sky gazers and astronomy enthusiasts know, August is the best time for stargazing! […]
Sometimes performance is enough
MARKETS & INVESTING July 31, 2023 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. In the active-management world that most market commentary comes from, the focus is often on trying to do something to outperform the market. Through the lens of a portfolio manager, the “market” is typically whatever […]
How to help mitigate the negative impacts of market swings
MARKETS & INVESTING Learn how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs. Market volatility is an inevitable part of investing. And, understandably, that tumultuous times will likely trigger emotional responses to match. But it’s important to take a deep breath, focus on your […]
Strike-related wage deals not likely to sway the Fed
MARKETS & INVESTING July 28, 2023 Review the latest Weekly Headings by CIO Larry Adam. Strike activity remains muted by historical standards Strike-related wage deals not likely to sway the Fed Corporate margins have room to absorb wage increases Record-breaking heat waves dominate the news headlines, with 2023 shaping up to be one of, […]