Investment Strategy

MARKETS AND INVESTING March 18, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: Equity markets remain choppy as investors digest the highly fluid (and uncertain) news flow from the Russia/ Ukraine war. We are encouraged by signs of positive talks between the […]

MARKETS AND INVESTING March 14, 2022   Risk: noun exposure to danger, harm or loss. Further scrutiny could lead us to assess economic risk, investment risk, market risk, etc. At the end of the day the higher the “risk”, the greater the probability or likelihood of occurrence of loss (or gain) relative to expected return on an […]

MARKETS AND INVESTING March 11, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Food prices may rise if conflict lingers into planting season Russian economy dependent upon natural gas exports Russian oil ban will not cause a repeat of the 1970s Are we in the midst of a commodity super-cycle? […]

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 […]