Investment Strategy
With major economic data delayed, corporate earnings take center stage
Markets & Investing October 17, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways With official data delayed, corporate commentary is especially useful AI demand and consumer resilience remain key themes domestically On the international front, companies will shed light on forex and tariffs It’s that time of year again! The calendar […]
What’s working
October 14, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Markets are fluid and unpredictable. Fixed income products offer many features that can alleviate uncertainty; however, changing market dynamics can alter the optimal fixed income strategies at any given moment. What enhances an investment portfolio today might be very […]
A glance at our latest views on the economy and markets
Markets & Investing October 03, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways We expect the US economy to rebound to 2.0% in 2026 Equity multiples are lofty, so EPS growth needs to drive further gains Stay focused on sectors with fundamental tailwinds Another quarter, another record. The third quarter delivered just […]
Three years strong: Can the bull market continue?
Markets & Investing October 10, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tech and its derivatives have led returns thus far After hefty multiple expansion, earnings will need to take the driver’s seat History and fundamentals suggest the bull market can continue Birthdays and anniversaries give us a chance to […]