Investment Strategy

MARKETS & INVESTING June 02, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: After selling off ~18% from 3/29 to 5/20, the S&P 500 has bounced ~9% (from oversold levels) over the past two weeks with many of the most beaten-up names […]

MARKETS & INVESTING May 31, 2022   Markets flailed in May, seeking certainty amid conflicting signals. The churn of now-familiar currents produced a May seemingly driven by headlines as the S&P 500 closed more than 1% up or down eight times on the news of the day. At different moments, inflation and the U.S. Federal […]

MARKETS & INVESTING May 27, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: After selling off ~16% over the past two months and reaching bear market territory, the S&P 500 is attempting to bounce from oversold levels. A few technical indicators we […]

MARKETS & INVESTING May 27, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Misconceptions with ‘sell in May, go away’ expression The S&P 500’s history of a summer slowdown Keeping an eye on a multitude of events this summer As we prepare to celebrate the long Memorial Day Weekend, the […]