Investment Strategy
Market and economic dynamics to keep an eye on
MARKETS & INVESTING March 24, 2023 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The end of the Fed’s tightening cycle is near Tightening lending standards holds the key Banks Q1 earnings reports will be a key focus It’s spring again – a season of hope and new beginnings. A season […]
Weekly market guide
MARKETS & INVESTING March 24, 2023 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. As bank contagion fears subsided, equities rallied over the past week. The banking industry will cut back on lending even more in the aftermath, raising the odds of economic contraction ahead. But […]
Fed raises interest rates with a 25 basis point increase
MARKETS & INVESTING March 22, 2023 Indications from the central bank are that its tightening cycle is drawing to a close. At the March 2023 Federal Open Market Committee (FOMC) meeting, the Federal Reserve (Fed) raised the federal funds rate by 25 basis points (bps). The Fed’s pace has slowed in recent months, with […]
Are you protected from market mayhem?
MARKETS & INVESTING March 20, 2023 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Much is happening with the economy, policy, media and ultimately the markets. There are multiple angles to every story creating convoluted information evaluation. As emotions intensify, the recipe is set for impulsive and/or irrational behavior […]