Investment Strategy
Weekly investment strategy
MARKETS & INVESTING October 07, 2022 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Anticipating a mild recession in 2023 The third quarter 2022 earnings season could be better than feared Inverted yield curve has us focusing on quality Are you ready for some football? Not American football, but European football — […]
Weekly market guide
MARKETS & INVESTING October 07, 2022 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. After closing at new bear market lows on Friday (25% from its highs), the S&P 500 has rallied ~5% to begin October. While equities were broadly oversold enough for a bounce, […]
Is the U.S. economy experiencing a “growth recession”?
ECONOMY & POLICY October 04, 2022 Raymond James Chief Economist Eugenio Alemán believes a return to pre-pandemic inflation levels is possible once supply conditions normalize. To read the full article, see the Investment Strategy Quarterly publication linked below. Key takeaways The Federal Reserve (Fed) and the market are going to have a tough time […]
Advantageous timing in fixed income?
MARKETS & INVESTING October 03, 2022 By Doug Drabik discusses fixed income market conditions and offers insight for bond investors. I want to start with the conclusion so that there is no confusion. To be clear, growth assets are necessary to grow wealth (call me Mr. Obvious). Protective assets typically provide less return but […]