Investment Strategy
Taking a closer look at tariffs’ potential impacts
Markets & Investing February 14, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tariffs could reduce economic growth by up to 0.60% over the next year Tariffs’ impact on inflation could be mitigated by a variety of factors Fed policy will likely remain on hold until there is more clarity Happy […]
Cash flow & income
Markets & Investing February 10, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Cash flow and income (yield) represent two important features for bond investors shaping their long-term investment strategies. However, cash flow and income sometimes get commingled, potentially creating confusion. Cash flow and yield typically represent two different […]
Earnings season off to a strong start
Markets & Investing February 07, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The S&P 500’s 4Q24 earnings season has been scoring touchdowns The tech sector got blitzed by competition from China AI Despite weakness, mega-cap tech earnings are not offsides Ready for the Big Game? This weekend will mark one […]
Income producing assets
Markets & Investing February 03, 2025 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. When constructing a portfolio, investors who are seeking income have a range of options to choose from. Two of the most popular strategies pursued by income-seeking investors are a portfolio of individual bonds or a portfolio […]