Investment Strategy

MARKETS & INVESTING August 08, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. For a very long period in time, nearly 41 years, Treasury rates have been on a general decline. That is until 2022 came around. So for a very long time, I have heard investors talk […]

MARKETS & INVESTING August 05, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The shift from goods to service spending continues Tech capital expenditures remain healthy Energy capital expenditures will gain momentum While the broad economy may be expanding, not all areas of the economy move at the same pace. […]

MARKETS & INVESTING August 05, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: Lower inflation expectations and bond yields are underpinning an impressive 13% S&P 500 rally from oversold levels over the last 32 days. Equities have nearly retraced half of this […]

MARKETS & INVESTING August 01, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Wishful thinking, political gain, hidden agenda, strategic endorsements – there many reasons why stories are written and data is interpreted the way it is, sometimes intentionally and other times unwittingly by seeing what we want […]