Investment Strategy

MARKETS AND INVESTING April 14, 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 ~4% over the past couple of weeks, digesting the sharp 11% rally in 11 days (from the lows) experienced in late March. However, […]

ECONOMY AND POLICY April 14, 2022   Chief Economist Scott Brown discusses current economic conditions. Higher gasoline prices (+18.3% m/m, +48.0% y/y) fueled a 1.2% increase in the Consumer Price Index in March, bringing the year-over-year gain to 8.5%. Food prices rose 1.0% (+8.8% y/y). Scary stuff. However, financial market participants took some encouragement from […]

MARKETS AND INVESTING April 11, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Sometimes the way data is presented or the story around it resonates in a way that can give you an “aha” moment. This week, Mike Petersen, corporate bond trader and managing director, stated the simple […]

MARKETS AND INVESTING April 08, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Core inflation may have reached its peak Job & wage gains may counteract pricing pressures Earnings environment will normalize this year Play ball! Opening Day is a day of optimism for baseball fans across the country. The […]