Investment Strategy

Markets & Investing January 31, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Next week’s data should confirm the economy remains on solid footing The broadening in earnings beyond mega-cap tech is finally occurring Strength in AI investment should continue through 2025 Will the Groundhog See His Shadow This Weekend? After last […]

Markets & Investing January 27, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. There are several ways to interpret data, yet one of the most influential sources is our perceptions of information through personal experience. A bad experience at a restaurant may sway our desire to revisit. We are […]

Markets & Investing January 24, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tariff risks are likely overblown, but uncertainty may linger Government hiring freeze not likely to have a big impact Supply/demand factors will remain the key driver of oil prices Stay Safe And Warm! This week’s Artic blast brought […]

Markets & Investing January 22, 2025 Senior Investment Strategist Tracey Manzi notes that the Federal Reserve’s ongoing easing cycle should benefit short to intermediate maturities. To read the full article, see the Investment Strategy Quarterly publication linked below. Throughout 2024, the path to economic normalization continued. Federal Reserve (Fed) policymakers made substantial progress bringing inflation […]