Investment Strategy

MARKETS & INVESTING February 24, 2023   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. The market finally took a breather this week after a strong start to the calendar year. While we thought a “rest” was inevitable as the market was in overbought territory, the […]

MARKETS & INVESTING February 17, 2023   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Equity markets have experienced a strong start to the year – the average S&P 500 stock is up ~8% YTD with outperformance coming from the higher-beta, harder-hit areas in last year’s […]

MARKETS & INVESTING February 13, 2023   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Ask yourself why you are investing in fixed income. Not why do most people invest in fixed income or how do most people utilize fixed income in their portfolio, but why are YOU investing in fixed income? […]

MARKETS & INVESTING January 30, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Click here to enlarge Click here to enlarge Not all curves look the same. Let’s compare several fixed income yield curves and the time ranges that may provide value. We often hear investors talk about […]