Investment Strategy

MARKETS & INVESTING December 09, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Last week’s market enthusiasm following Federl Reserve (Fed) Chairman Jerome Powell’s speech has quickly turned to focus on the sharply inverted yield curve (which continues to worsen) and hesitancy ahead of […]

MARKETS & INVESTING December 05, 2022   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Correctly timing the market, which requires predicting the future, is difficult at best and realistically is an impossible task to do consistently. So while we hear market forecasts and predictions on a daily basis from […]

MARKETS & INVESTING December 02, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways S&P 500 sector dispersion is at multi-year highs The Dow is strongly outperforming the S&P 500 Active management outperforming YTD What a win! With Tuesday’s victory over Iran, the U.S. Men’s National Soccer team advanced past the […]

MARKETS & INVESTING December 02, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Federal Reserve (Fed) Chairman Jerome Powell’s much-anticipated speech on November 30 was far less hawkish than anticipated, resulting in lower market-implied rate hike expectations in the outlook, lower bond yields, and […]