Investment Strategy

MARKETS AND INVESTING May 06, 2022   Take a deep breath and focus on fundamentals, says Raymond James Chief Investment Officer Larry Adam. Volatility is never comfortable, and this year is no exception. With the May 5 drawdown, the S&P 500 is down 13% year-to-date and near its lowest level since May 2021. Interestingly, despite […]

MARKETS AND INVESTING May 06, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Supportive dynamics for equities have moderated Income-oriented investors are enticed by higher yields Record cash on balance sheets may lead to record buybacks It’s National Teacher Appreciation Week! Although, I am sure I am not the only […]

MARKETS AND INVESTING May 06, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: Market uncertainty remains elevated, and reflected in daily price action. After the best daily S&P 500 price change (2.99%) in almost two years yesterday, today’s -3.6% decline was one […]

MARKETS AND INVESTING May 02, 2022   Markets may have already priced in many of investors’ biggest concerns. The nature of the economy is that there are always causes for concern in strong markets, just as there are reasons for optimism in weaker ones. It’s fair to say, however, that April made it easier to […]