Investment Strategy

MARKETS AND INVESTING October 22, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways GDP is ‘old news’ vs. real-time activity metrics Biggest week of Q3 earnings season next week Company commentary focus: bottlenecks, demand & visibility Out with the old, in with the new! This is a phrase used in […]

MARKETS AND INVESTING October 18, 2021   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. As we head into the final stretch of the year, let’s take a look at the current state of the market and the ground we have covered year-to-date. Treasuries The very short end of the […]

MARKETS AND INVESTING October 15, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The global supply chain issues have weighed on earnings expectations in recent months, and individual companies’ abilities to weather this environment (pricing power, margin outlook) will be the prevalent […]

MARKETS AND INVESTING October 15, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways US economy will gain momentum heading into 2022 Companies taking action to mitigate supply chain issues Productivity gains will keep margins at healthy levels Tomorrow is National Dictionary Day! Whether spoken or written, the power of words […]