Investment Strategy

MARKETS AND INVESTING April 08, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: After rallying 11% from the lows in March, the S&P 500 has stalled over the past week at roughly the midpoint of this year’s trading range. Leadership beneath the […]

MARKETS AND INVESTING April 04, 2022   Drew O’neil discusses fixed income market conditions and offers insight for bond investors. Are higher yields good news or bad news for fixed income investors? It might depend on your perspective. From the perspective of a total return investor trying to time the market and capitalize on potential […]

MARKETS AND INVESTING April 01, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Yield curve reveals the bond market’s economic outlook Yield curve inversions often project an eventual recession Inversion doesn’t immediately end the bull market Happy April Fools’ Day! The first quarter of this year was no joking matter […]

MARKETS AND INVESTING April 01, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The 10% 10-day move in the S&P 500 was impressive (has only occurred a few times over the past decade) and came in the face of negative newsflow. Headlines […]