Investment Strategy

MARKETS AND INVESTING February 07, 2022   January was an exciting month across the globe in the financial markets. To catch you up to speed on what happened in the fixed income markets and where we stand today, some of the highlights are below. At their January meeting, the FOMC maintained the course for tapering, […]

MARKETS AND INVESTING February 04, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: After reaching oversold conditions, in which fear indicators spiked and prices plunged too far too fast, the rebound in equities from the lows on January 24th has been constructive […]

MARKETS AND INVESTING February 04, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Easing supply chains could allow for a more patient Fed Omicron doesn’t stop economy from adding jobs Higher gas prices a downside risk to our economic outlook Punxsutawney Phil—the most famous groundhog—saw his shadow! So for those […]

MARKETS AND INVESTING January 31, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Our Only Benchmark is Yours. This has been a Fixed Income Solutions mantra for years. But what does it mean? So often things are said and more importantly influence us but do we always interpret […]