Investment Strategy

MARKETS & INVESTING December 16, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Inflation and Fed policy remain top-of-mind for investors, and we received updates on both this week. The November Consumer Price Index (CPI) report contained a second consecutive month of promise (0.2% […]

MARKETS & INVESTING December 12, 2022   What’s on the market’s wish list for 2023? Raymond James CIO Larry Adam provides a festive perspective.  

MARKETS & INVESTING December 12, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Sometimes opportunities present themselves but it only matters if we act on them. Although many investors utilize fixed income primarily to protect principal and balance the growth assets in the portfolio, being able to capitalize […]

MARKETS & INVESTING December 09, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Fed largely expected to raise rates by 0.5% Some effects of past rate hikes starting to show Powell’s rhetoric will have to thread the needle The Fed is about to lay all its cards on the table […]