• 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…

  • Alan Greenspan’s Thoughts on Inflation

    By Dr. Alan Greenspan, Senior Economic Advisor Recently, there has been renewed concern regarding rising inflation, driven most significantly by increases in prices for various consumer goods. Consequently, U.S. inflation expectations have surged to their highest level since 2013. According to the Federal Reserve Bank of New York’s September Survey of Consumer Expectations, the median…

  • Are You Chasing Yield in Fixed Income?

    By Kevin Kelly, Portfolio Manager Given low Investment Grade yields, inflation concerns, and investors’ need (or desire) to stay invested, many fixed investors have found themselves chasing higher yield. Too often, most investors do not know when to stop chasing yield and either to accept a lower, safer yield or switch into other asset classes…

  • The Reality that Lurks Beneath the Surface

    By Dr. Charles Lieberman The September jobs report disappointed with a mere 194,000 new payroll jobs, a totally misleading sense of how the labor market is performing. Everything else in the report was consistent with the ongoing solid recovery of the labor market. So, we expect the Federal Reserve to announce the start of its…

  • Advisors Capital’s Feeney on how to balance inflation and interest rate risk

    JoAnne Feeney, Advisors Capital Management partner, joins ‘Squawk on the Street’ to discuss the state of the market as investors await Jerome Powell’s and Janet Yellen’s appearance before the House. 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…

  • Advisors Capital’s Lieberman on Investment Strategies

    Advisors Capital’s Lieberman on Investment Strategies. 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 only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any…

  • What should you be worried about?

    By Dr. JoAnne Feeney, Portfolio Manager September has been a little bumpy, as history suggested it might be. As my colleague, Paul Broughton, wrote in a late August commentary (“Brace for September, But Don’t Panic”), investors needed to be prepared for the usual flow of negative news that seems to appear after summer vacations come…

  • Dr. JoAnne Feeney: Investors should buy ‘resilient’ growth names

    CNBC’s “Squawk Box” team discusses the best stock picks with Joanne Feeney of Advisors Capital Management. 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 only and should not be used or construed as investment advice…