Investment Strategy

MARKETS AND INVESTING February 11, 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 experienced a good bounce over the past couple of weeks- up ~8% from the lows. It is not abnormal to get sharp snapbacks like this […]

ECONOMY AND POLICY February 11, 2022   Chief Economist Scott Brown discusses the latest market data. The headline Consumer Price Index (CPI) figures for January were a bit higher than expected (up 0.6% overall and ex-food & energy), bringing the year-over-year pace to 7.5% – the largest 12-month gain since February 1982. Ex-food & energy, […]

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 […]