• Living In Interesting Times: Omicron Edition

    By Randall Coleman, Portfolio Manager May you live in interesting times. Is that a blessing, or a curse? The day after Thanksgiving is notoriously boring in the stock market. It is a short, early close day, and typically volume is very light. Usually, nothing interesting happens. Since 1928, two-thirds of the 93 Black Fridays saw…

  • Feeney: It’s shaping up to be a good season, because the consumer remains strong

    JoAnne Feeney of Advisors Capital Management says the markets are set up for a good run, despite higher inflation, which is being caused by the strong consumer and consumer demand. The foregoing content reflects the opinions of Advisors Capital Management, LLC and is subject to change at any time without notice. Content provided herein is…

  • It Has Been a Tough 2021 for Emerging Market Equities

    By David Ruff, Portfolio ManagerDozens of central bank tightening moves across EM countries designed to curb inflationary pressures and stabilize currencies combined with lower anticipated US monetary accommodation created a difficult environment for most EM businesses. Additionally, much of the world’s economy depends on the China economic growth engine, and with this machine sputtering as…

  • Ask Me Anything – The Alan Greenspan Edition

    1. With companies like Jeff Bezos’s Blue Origin and Richard Branson’s Virgin Galactic taking tourists to space, do you think the future of humanity is on Earth? And would you go to space? As awe-inspiring as space travel and the recent development of space tourism may be, I view Jeff Bezos and Richard Branson taking…

  • Feeney: Inflation is being driven primarily by shortages, which isn’t as worrisome as it might otherwise be

    JoAnne Feeney of Advisors Capital Management says investors aren’t too taken aback by inflation data because they realize much of it is being driven by shortages, which means there’s still a lot of real growth to come. The foregoing content reflects the opinions of Advisors Capital Management, LLC and is subject to change at any…

  • Wishful Thinking

    By Chuck Lieberman The economic recovery marches on, although the pace is accelerating once again after the Delta variant recedes from its summer spike. With Covid cases receding, the recovery is back in full bore mode. Hopes had been high that some of the bottlenecks might improve—specifically that labor force participation might increase–ameliorating the upward…

  • Chuck Lieberman on the Markets (Radio)

    Click here to listen. Chuck Lieberman, CIO of Advisors Capital Management, discusses top news on the markets with Rishaad Salamat and Bryan Curtis on Bloomberg Daybreak Asia. The foregoing content reflects the opinions of Advisors Capital Management, LLC and is subject to change at any time without notice. Content provided herein is for informational purposes…

  • Advisors Capital Management’s Lieberman on Markets and Strategy

    Chuck Lieberman, CIO and Managing Partner at Advisors Capital Management discusses his market outlook and investment strategy. He speaks with Haidi Stroud Watts and Kathleen Hays on “Bloomberg Daybreak: Australia”. The foregoing content reflects the opinions of Advisors Capital Management, LLC and is subject to change at any time without notice. Content provided herein is…

  • The Q4 Market Historically Performs…

    By Paul Broughton, Portfolio Manager We finally got a 5% drawdown in the S&P 500 for the first time since October of 2020. From Sept 2nd through Oct 4th, the broad equity market, as reflected in the S&P 500, dropped -5.1%. The month-long decline helped to reset and temper expectations and should be viewed as…