Investment Strategy

MARKETS AND INVESTING March 11, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: We lowered our 2022 S&P 500 target yesterday to account for the Russia/Ukraine war and its potential effects on the macro and fundamental outlook. To be sure, the degree and duration of Russian […]

MARKETS AND INVESTING March 04, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Inflation poses a downside risk to the economy The Fed will maintain its flexible approach Economic fallout may put pressure on Putin President Biden delivered his first State of the Union address Tuesday night. In accordance with […]

MARKETS AND INVESTING March 04, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: With Western countries and organizations ratcheting up Russian sanctions, Russia’s equity market has fallen 75% in just two weeks. Also in response to a 40% depreciation in the Russian […]

MARKETS AND INVESTING February 25, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Putin wants to cement his legacy and Russia’s influence Russia & Ukraine both have essential exports Prior geopolitical events reveal an equity market pattern With headlines, political rhetoric, and the financial markets bracing for an “imminent” attack […]