Investment Strategy

MARKETS & INVESTING May 20, 2022   The Fed needs to consider the consumer when planning interest rate increases, says Raymond James Chief Investment Officer Larry Adam. We are of the opinion that the U.S. economy will not enter into a recession over the next twelve months or so. For the most part, none of […]

MARKETS & INVESTING May 20, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Rate hikes cannot solely resolve pricing pressures Sentiment may become a self-fulfilling prophecy Retailer earnings calls conveyed cautionary trends We remain in the camp that the US economy will not enter a recession over the next 12 […]

MARKETS AND INVESTING May 13, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Consumer, business, & investor sentiment have declined The macroeconomic backdrop may turn more favorable Mistiming the market can be detrimental to a portfolio The equity market was on cruise control, but now headline congestion has the S&P […]

MARKETS AND INVESTING May 13, 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 is now down 19% from its highs, approaching the 20% “bear market” threshold, as high inflation continues to weigh on equities. In fact, the average S&P […]