Investment Strategy

MARKETS AND INVESTING October 29, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The S&P 500 was able to break out to new highs on a strong start to Q3 earnings season that eased some investor concerns surrounding the Delta variant’s impact […]

MARKETS AND INVESTING October 29, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Delta decline should improve perception of workplace safety Declining savings may force some to seek employment Technology may be the solution if staffing shortages continue Jeepers Creepers! It’s hard to believe that Halloween is just days away, […]

MARKETS AND INVESTING October 25, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The Fixed Income Solutions team has received many enquiries regarding Treasury Inflation-Protected Securities (TIPS) largely as a result of the propagating fear of inflation. TIPS offer minimal credit risk because they are U.S. government-backed Treasury […]

MARKETS AND INVESTING October 22, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: With ~20% of the S&P 500’s market cap having reported up to this point, Q3 earnings season has gotten off to a solid start. 83% of S&P 500 companies […]