• Investing During High Inflation

    Sonal Desai, Franklin Templeton Fixed Income CIO & Joanne Feeney, Advisors Capital Management Partner & Portfolio Manager on investing in today’s economy. (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 purposes only and should…

  • Investors should add to their defensive names while keeping exposure to growth: Strategist

    Video will open in a new window on BNN Bloomberg’s website. JoAnne Feeney, partner and portfolio manager at Advisors Capital Management, joins BNN Bloomberg to discuss her market outlook. Feeney says oil prices will remain elevated no matter what happens with the Russia-Ukraine conflict. She adds growth names will see upside given the fact markets…

  • Another Fine Mess?

    By Paul Broughton, Portfolio Manager The current backdrop that the markets and the economy are facing might feel to many that we’re in “another fine mess” to quote Laurel and Hardy. Inflation is at a 40-year high and expected to rise further in the months ahead. The S&P has dropped by more than 8% since…

  • Inflation, Interest Rates, and an Invasion

    By Kevin Kelly, Portfolio Manager Both fixed income and equity investors came into 2022 concerned about rising interest rates and inflation. Then the Russian invasion of Ukraine occurred, forcing investors to consider the significant humanitarian, geopolitical, and economic impacts of a major military conflict. Clearly, the combined effects of rising interest rates, high inflation, and…

  • Factoring War into the Outlook

    By Dr. Charles Lieberman, Co-Founder & Chief Investment Officer Russia’s invasion of Ukraine has upended markets, while the economic expansion remains strong and the Fed is embarking on a cautiously less accommodative stance. The war is likely to drag on for a while. Yet the economy is doing quite fine. So, markets are sure to…

  • People are starting to realize growth is going to slow down, says Advisors Capital’s Feeney

    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 security. There is no guarantee that…

  • The Return of German Militarism

    By David Ruff, Portfolio Manager Last week, at a special parliamentary session, German Chancellor Olaf Scholz announced a massive increase in military spending. Germany will be adding a €100 billion special fund to improve military equipment. Additionally, the country plans to significantly increase annual defense spending above its latest budget of €53 billion euros, already…

  • What Inflation Data Means For The Fed

    Video will open in a new window on TD Ameritrade Network website. With inflation at 40-year highs and continued supply chain disruptions weighing on the U.S. economy, Calvin Schnure and Chuck Lieberman analyze what persistent elevated inflation means for financial markets. January data for Personal Income & Outlays showed no month-over-month change for personal income,…

  • Russo-Ukraine Conflict: The Missing Energy Sanctions

    By Dr. Alan Greenspan, Senior Economic Advisor Over the past week, the world has watched with horror and trepidation as Russia commenced a multipronged invasion of neighboring Ukraine. Various peace talks have been scheduled, then cancelled, and hopes of a diplomatic resolution are all but dead. It is now clear that Vladimir Putin intends to…