Investment Strategy

MARKETS & INVESTING November 11, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Equities surged on November 10 in response to the October CPI report, which showed the lowest monthly growth rate of core CPI in a year – S&P 500 +5.5%, Nasdaq Composite […]

MARKETS & INVESTING November 07, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The Monday Bond Market Commentary is a teaser for the upcoming Q4 Fixed Income Quarterly. The fixed income team has dedicated much time to exposing answers and alternatives for investors during this tumultuous time. Its […]

MARKETS & INVESTING November 04, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Senate election may come down to two states Gridlock is not necessarily better for equities Fundamentals more critical than political composition Your voice, your vote! There are only four days remaining until Election Day, but more than […]

MARKETS & INVESTING November 04, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. The Federal Reserve (Fed) elected to hike by 75 basis points (bps) at the November 2 FOMC meeting, taking the fed funds rate up to a target range of 3.75%-4.0%. While […]