Investment Strategy
Weekly market guide
MARKETS & INVESTING July 01, 2022 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The first half of 2022 is coming to a close with the S&P 500 in a bear market and down ~21% year-to-date. The year was expected to be marked […]
Fed takes forceful approach to inflation
MARKETS & INVESTING June 30, 2022 Markets prepare for challenging times as the Fed ramps up its inflation fight. As the Federal Reserve (Fed) committed itself to battling inflation this year, one question looming large was how aggressive a tack it would take. In June, we received a second, clarifying answer. In light of […]
Live by the numbers, die by the numbers
ECONOMY & POLICY July 01, 2022 Chief Economist Eugenio J. Alemán discusses current economic conditions. The third estimate for 2022 Q1 GDP from the Bureau of Economic Analysis was a real shocker. It was a shocker not only because it was released a day before the end of the second quarter or because it […]
See the forest through the trees
MARKETS & INVESTING June 27, 2022 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. It is easy to get caught up in the hype. Why let the facts ruin a good story, right? The statement, “bonds are doing poorly”, erroneously is mingled with, “stocks are doing poorly”. We are […]