Investment Strategy
Weekly market guide
MARKETS & INVESTING August 05, 2022 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: Lower inflation expectations and bond yields are underpinning an impressive 13% S&P 500 rally from oversold levels over the last 32 days. Equities have nearly retraced half of this […]
Calm the considerable uncertainty
MARKETS & INVESTING August 01, 2022 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Wishful thinking, political gain, hidden agenda, strategic endorsements – there many reasons why stories are written and data is interpreted the way it is, sometimes intentionally and other times unwittingly by seeing what we want […]
Weekly investment strategy
MARKETS & INVESTING July 29, 2022 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Labor market trends are not indicative of a recession Reduction in inventories weighed heavily on 2Q GDP U.S. economy should be stronger moving forward Tomorrow is the final day of Shark Week! The series is a cultural […]
Markets focused on the pace of interest rate hikes
MARKETS & INVESTING July 27, 2022 The Fed vows vigilance against inflation after another 75 basis point rate increase. The FOMC increased the federal funds rate 75 bps for the second month in a row. The Fed is on track to increase rates to the 3.00%-3.50% range by the end of 2022. Fed Chair […]