Investment Strategy

MARKETS & INVESTING October 14, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. The eagerly-anticipated September inflation report was a disappointment. Core CPI rose 0.6% m/m (above the 0.4% consensus estimate), taking the y/y reading up to a new high of 6.6%. Shelter rose […]

MARKETS & INVESTING October 11, 2022   By Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Recently, a common request received by the fixed income desk has been from investors seeking a 1 year bond proposal. It is not an uncommon wish, especially during periods when the Treasury curve is […]

MARKETS & INVESTING October 07, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Anticipating a mild recession in 2023 The third quarter 2022 earnings season could be better than feared Inverted yield curve has us focusing on quality Are you ready for some football? Not American football, but European football — […]

MARKETS & INVESTING October 07, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. After closing at new bear market lows on Friday (25% from its highs), the S&P 500 has rallied ~5% to begin October. While equities were broadly oversold enough for a bounce, […]