Chartwell AMG of Raymond James

Doug Drabik responds to frequent questions from investors who may place too much emphasis on short-term rate forecasting and not enough emphasis on the purpose of the fixed income allocation.

Weekly Bond Market Commentary: June 1, 2026 raymondjames.com

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

May review: Tech earnings drive markets despite macro uncertainty raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: May 29, 2026 amazonaws.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: May 22, 2026 amazonaws.com

Doug Drabik discusses the opportunity to build portfolios with income levels that were unavailable for many years, while matching maturities and risk exposure to each investor's actual objectives.

Weekly Bond Market Commentary: May 18, 2026 raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: May 15, 2026 amazonaws.com

The Federal Reserve plays a larger role in the economy than many investors realize, especially during periods of uncertainty. In a recent Big Brains podcast from the University of Chicago, Nobel Prize-winning economist Douglas Diamond discusses why the Fed's credibility, independence, and response to financial stress remain critical for markets, inflation, and long term economic stability.

Diamond also revisits lessons from the 2008 financial crisis and the 2023 Silicon Valley Bank collapse, emphasizing the importance of maintaining confidence in the financial system as new risks emerge.

It is a thoughtful conversation for investors looking to better understand the forces shaping today's economic environment and market outlook.

Read or listen here: Big Brains Podcast from the University of Chicago

Why the Fed matters now more than ever, with Douglas Diamond uchicago.edu

Business leaders continue to navigate an environment shaped by uncertainty, inflation pressures, geopolitical concerns, and shifting economic expectations.

According to a recent report by Melanie C. Nolen in Chief Executive, fewer CEOs now expect business conditions to improve over the next 12 months, with many leaders moving into a more cautious "wait and see" approach. While overall sentiment has not collapsed, the data reflects how important strategic planning, liquidity management, and operational flexibility have become in today's environment.

For business owners, executives, and investors alike, periods of uncertainty often reinforce the value of long-term planning and disciplined decision-making rather than reactive moves.

Read the full article here:

www.raymondjamesconnect.com chiefexecutive.net

Head of Fixed Income Solutions Nick Goetze discusses that investing success isn't just about markets - it's about mastering emotions, avoiding behavioral mistakes, and building a portfolio that gives confidence and stability through every market cycle.

Weekly Bond Market Commentary: May 11, 2026 raymondjames.com