Investment Strategy

MARKETS & INVESTING May 20, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Rate hikes cannot solely resolve pricing pressures Sentiment may become a self-fulfilling prophecy Retailer earnings calls conveyed cautionary trends We remain in the camp that the US economy will not enter a recession over the next 12 […]

MARKETS AND INVESTING May 13, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Consumer, business, & investor sentiment have declined The macroeconomic backdrop may turn more favorable Mistiming the market can be detrimental to a portfolio The equity market was on cruise control, but now headline congestion has the S&P […]

MARKETS AND INVESTING May 13, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The S&P 500 is now down 19% from its highs, approaching the 20% “bear market” threshold, as high inflation continues to weigh on equities. In fact, the average S&P […]

MARKETS AND INVESTING May 09, 2022   Drew O’neil discusses fixed income market conditions and offers insight for bond investors. Which fixed income market have you experienced so far in 2022? Or rather, from which perspective have you experienced 2022’s fixed income market? Many characteristics of packaged products and individual bonds differ, meaning that an […]