• Dr. Chuck Lieberman: Why Stocks Declined Ahead of Retail Earnings

    Chuck Lieberman – Partner and CIO at Advisors Capital Management, joins Wake Up With Cheddar for a look at markets ahead of a major week for retail earnings. 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…

  • CNBC’s ‘Squawk Box’ team discusses the impact of Afghanistan’s collapse

    CNBC’s ‘Squawk Box’ team discusses the impact of Afghanistan’s collapse, the Fed’s next move and markets with Greg Branch of Veritas Financial and 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…

  • Brace for September, But Don’t Panic

    By Paul Brighton, Portfolio ManagerSummer is winding down as we get close to the Labor Day weekend. Schools are reopening and fall football and the month of September are right around the corner. By happenstance, September can be a difficult month for equity markets. This brief commentary will be a gentle reminder of the possible…

  • ACM’s Feeney Sees Recovery Continuing Despite Delta Variant

    ACM’s Feeney Sees Recovery Continuing Despite Delta Variant http://s3.amazonaws.com/NDSMediaArchiveBucket/FBN/20210817/CC5A9579-0C2A-45FA-800E-C23CF554A7B4.mp4 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…

  • Advisors Capital’s Lieberman on Markets and Strategy

    Chuck Lieberman, CIO at Advisors Capital Management, discusses his market outlook and investment strategy. He speaks with Haidi Stroud-Watts and Shery Ahn on “Bloomberg Daybreak: Australia”. (Source: Bloomberg) 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…

  • Is your Fixed Income likely to stress or disappoint you?

    By Kevin Kelly, Portfolio ManagerIf analyzed carefully, I believe most fixed investors would not be happy with the current risk versus reward trade-offs they are consciously or unconsciously accepting. Many investors have resorted to one of the following three options in this low yield environment: 1) to essentially avoid interest rate and credit spread (risk…

  • Roaring Ahead, While the Fed Lags Behind

    By Dr. Chuck Lieberman, Co-founder and CIO Economic growth is very strong, profits significantly outperformed optimistic expectations and hiring is robust, even as bottlenecks and labor scarcity hamper the pace of recovery. The rally in the bond market turned on a dime. Most Fed officials still seem to prefer maintaining the current highly accommodative policy…

  • Chinese Stocks Rocked

    By Randall Coleman, Portfolio Manager US traded China ADRs were dealt a severe blow last week by regulators on both sides of the Pacific, causing a dramatic and uneven loss of value in China-based stocks. The brunt of the damage came from the for-profit education industry in China, where regulators have mandated companies move to…

  • Q2 GDP: Quick Thoughts

    By Dr. Chuck Lieberman, Co-founder and CIO This morning’s Q2 GDP came in at 6.5%, well below the 8% or higher that was expected. But digging into the details shows strong underlying demand and sets the stage for ongoing solid growth. 1. Consumption +11.8%. Services rose 12.0%, a sharp rise from Q1. 2. Nonresidential capital…