• The banks would sail through a possible recession and are attractive buys: Chuck Lieberman

    Video will open in a new window on BNN Bloomberg’s website. Chuck Lieberman, chief investment officer and managing partner of Advisors Capital Management, joins BNN Bloomberg and discusses his outlook for the markets as low U.S. banks earnings are putting pressure on trading today. Lieberman talks on his investing strategy amid higher inflation and where…

  • China, Taiwan, and the World Economic Order

    By Dr. Alan Greenspan, Senior Economic Advisor As the Russian invasion of Ukraine grinds into its fifth month, news coverage of the smoldering conflict seems to have reached a point of acceptance, if not outright nonchalance, that progress has plateaued for both sides and that this has become a drawn-out war of attrition in which…

  • Earnings will determine what markets do for the rest of the year, says Advisors Capital Management’s Feeney

    JoAnne Feeney, Advisors Capital Management portfolio manager, joins ‘The Exchange’ to discuss what investors should expect as earnings season kicks off. 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…

  • Quality Matters

    By David Ruff, Portfolio Manager One unique aspect of the 2022 bear market to date has been the inability of high-quality companies to register less downside. Measured by the MSCI All Country World IMI High Quality Index, high quality equities are down 24.34% year to date through June 30th, or 416 basis points worse than…

  • We’re Not There Yet

    By Paul Broughton, Portfolio Manager The S&P 500 is off by over -18% since it’s high reached in early January and we are barely at the half-way point for 2022. It feels absolutely terrible for most investors. Uncertainty seems to be the new normal. Volatility, as measured by the VIX CBOE Volatility Index, is up…

  • Why is My Fixed Income Down

    By Portfolio Managers, Kevin Kelly & Kevin Strauss A dramatic rise in interest rates, driven by inflation, Russia’s invasion of Ukraine, supply chain disruptions, and other factors has produced historically large losses in the bond market within a very short period of time. The average investment grade corporate bond has fallen about 15% thus far…

  • Recalibrating for Inflation

    By Dr. Charles Lieberman, Co-founder & Chief Investment Officer Sizable decline in stocks and bonds reflects the shock to many investors who thought inflation would be tamed easily and must now accept that the Fed may be forced to raise interest rates more than commonly believed. While the Fed only recognized the problem after an…

  • Consumers Under Pressure

    By Senior Economic Advisor, Dr. Alan Greenspan Despite widespread reports of inflationary pressures abound, the American consumer has continued to buttress the U.S. economy as the economic upheaval caused by the COVID-19 pandemic fades further into the past of our collective memories. Households had enjoyed a Goldilocks period in the aftermath of the pandemic in…

  • Stay The Course

    By Dr. JoAnne Feeney, Partner & Portfolio Manager Investors last week enjoyed a reprieve as the S&P 500, the Dow Jones Industrial, and the Nasdaq each delivered a week of gains over 6%, putting an end to the longest losing streak (at least for the DJI) since 2001. This occurred despite some major retailers and…