Investment Strategy
Is the U.S. economy experiencing a “growth recession”?
ECONOMY & POLICY October 04, 2022 Raymond James Chief Economist Eugenio Alemán believes a return to pre-pandemic inflation levels is possible once supply conditions normalize. To read the full article, see the Investment Strategy Quarterly publication linked below. Key takeaways The Federal Reserve (Fed) and the market are going to have a tough time […]
Advantageous timing in fixed income?
MARKETS & INVESTING October 03, 2022 By Doug Drabik discusses fixed income market conditions and offers insight for bond investors. I want to start with the conclusion so that there is no confusion. To be clear, growth assets are necessary to grow wealth (call me Mr. Obvious). Protective assets typically provide less return but […]
Stocks tumble 10% in September; recession approaching?
MARKETS & INVESTING October 03, 2022 The S&P 500, NASDAQ and Dow have all fallen more than 20% from their year-end levels. Inflation remains persistent. To fight it, the Federal Reserve (the Fed) indicated it would need to raise rates higher than originally expected for longer, sending shocks through the market. As in previous […]
Weekly investment strategy
MARKETS & INVESTING September 30, 2022 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Three consecutive negative quarters for bonds & equities Good news becoming bad news for a more hawkish Fed Anticipating a mild, not severe, recession A September to remember? More like one we’d like to forget! After the […]