Investment Strategy

MARKETS AND INVESTING December 17, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: As expected, the Fed accelerated/doubled its tapering pace at this month’s FOMC meeting with asset purchases set to end in Q1’22. Messaging moved more hawkish with the median dot […]

MARKETS AND INVESTING December 10, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Must differentiate between new case count & severity Hawkish surprises with the dot plot could unsettle the markets Inflation has resulted in a few market positives Have the tables turned? The S&P 500 is just shy of […]

MARKETS AND INVESTING December 10, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: Equities have bounced from oversold conditions over the past week on cautiously optimistic Omicron variant headlines. It is still too early to know for sure how serious the virus […]

MARKETS AND INVESTING November 19, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economic momentum will carry into 2022 Low interest rate environment a positive for equities All 11 S&P 500 sectors positive year-to-date Happy Turkey Day! For many, this will be their first holiday celebration in-person since the pandemic […]