Investment Strategy

MARKETS & INVESTING September 23, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The Fed elected to raise rates by 75bps at its eagerly-anticipated September FOMC meeting (below some estimates of 100bps) but increased forward rate expectations above what was priced into […]

ECONOMY & POLICY September 23, 2022   Chief Economist Eugenio J. Alemán discusses current economic conditions. Over history, it has not been easy for markets to understand the Federal Reserve (Fed) or how the Fed understands its role, even if its two most important mandates, which are very clear, are price stability and low unemployment. […]

MARKETS & INVESTING September 19, 2022   By Doug Drabik discusses fixed income market conditions and offers insight for bond investors. OK… so this is a trick question because appropriate allocation of asset classes should exist during any market, in any interest rate environment and at any time. This is because various asset classes strive […]

MARKETS & INVESTING September 16, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Anticipating the third consecutive 0.75% rate hike Retailers are discounting as they offload inventories The streak of declining gas prices continues All eyes are (still) on the Fed! With the August inflation reading coming in hotter-than-expected, investors […]