Investment Strategy
Strong corporate earnings carry October’s positive results
MARKETS & INVESTING October 31, 2022 After two quarters of decline in gross domestic product, the third quarter produced a positive 2.6% annualized rate of growth. Despite the Federal Reserve’s higher-for-longer interest rate strategy and persistently high inflation, strong corporate earnings helped push October to become the best month of the year for equity […]
Reading the yield curves
MARKETS & INVESTING October 31, 2022 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Volatility in the marketplace has understandingly raised uncertainty as to how the markets may react going forward. There are many distinct differences between equities and bonds and these characteristics shape investment portfolio performance. Equities are […]
Weekly investment strategy
MARKETS & INVESTING October 28, 2022 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The economy ended the streak of negative growth Fed expected to hike rates by 0.75% for the fourth time Strong market reaction for missed earnings estimates Play ball! It’s primetime for baseball fans as the Fall Classic […]
When Will Things Change?
MARKETS & INVESTING October 24, 2022 It is difficult to convince yourself that if things are going a certain way they will not continue down the same path indefinitely. While deep down we know this isn’t the case, it is sometimes hard for the rational part of our brain to convince the irrational, trend […]