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Investment Strategy

Weekly investment strategy

MARKETS & INVESTING September 02, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways S&P 500 won’t notch its 7th consecutive positive summer The markets were too quick to price in rate cuts Resilient earnings boosted the mid-summer rally As Labor Day, the ‘unofficial’ end to summer, draws near, investors have […]

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Weekly market guide

MARKETS & INVESTING September 02, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The S&P 500 has now pulled back ~9% over the past two weeks, fueled last Friday by the market’s reaction to Fed Chair Powell’s hawkish tone at Jackson Hole. […]

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Markets get mixed signals in August

MARKETS & INVESTING August 31, 2022   Stocks started the month on an upswing but ended with volatility. The Federal Reserve’s (Fed’s) resolve, the end of a rally, trouble overseas and a strong jobs growth report were some of the ingredients of August’s strange brew of market news and events. We entered August in the […]

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Weekly investment strategy

MARKETS & INVESTING August 26, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Weaker euro compounds pricing pressures Energy prices prolonging Europe’s inflation peak European economy inching closer to a recession Traffic signs provide critical information to drivers—indicating what to expect up ahead, creating order on roadways, and hopefully ensuring […]

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