Investment Strategy

MARKETS AND INVESTING January 21, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Markets are pricing in a much more aggressive Fed Yield curve will be closely monitored by the Fed Rate hikes don’t abruptly halt the expansion or bull market Who? Chairman Powell. What? The January Federal Open Market […]

MARKETS AND INVESTING January 21, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The S&P 500 has pulled in ~5% to begin the year with sharp rotation, spurred by the Fed’s hawkish tone and rapid rise in interest rates, continuing to be […]

MARKETS AND INVESTING January 10, 2022   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Interest rates have been in a general decline for 40+ years, which has provided much of the fixed income landscape with attractive total returns over this timeframe. After bottoming out during the pandemic, many experts […]

MARKETS AND INVESTING January 07, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Consumer fundamentals near or at pre-COVID peaks Macroeconomic backdrop should bolster earnings growth Historically low volatility unlikely to continue in 2022 The opening ceremony for the Winter Olympics is just four weeks away, but the athletes have […]