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Investment Strategy

Weekly investment strategy

MARKETS AND INVESTING April 22, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Earnings may stabilize growing investor pessimism Reopening-oriented industries signal economic strength Supply chain disruptions appear to be more targeted After two years of pandemic-related delays, the Boston Marathon was back in full force this week. The prestigious […]

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Weekly market guide

MARKETS AND INVESTING April 21, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The S&P 500 bounced from oversold conditions this week, but is so far failing at 200 DMA resistance today (4503). We will be monitoring price action at this level […]

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A Timely Client Question

MARKETS AND INVESTING April 18, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. “The Fed is going to move (hike the Fed Fund rate) six or seven times. Should I sell now?” The short answer is “no”. There is a lot behind the reply. It comes as no […]

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Weekly market guide

MARKETS AND INVESTING April 14, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The S&P 500 has pulled in ~4% over the past couple of weeks, digesting the sharp 11% rally in 11 days (from the lows) experienced in late March. However, […]

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