The Recession That hasn’t Happened Yet
January 23, 2023
By Portfolio Manager, Paul Broughton We seem to be waiting in slow-motion for an imminent recession that has yet to arrive, but is widely...
portfolio
January 30, 2023
Mexico as an Investment
By Portfolio Manager, Randall Coleman The biggest trade relationship between two countries in the world belongs to the United States and its northern neighbor, Canada. Our country’s second biggest trading partner is, not surprisingly, our southern neighbor, Mexico. Public perception of Mexico...
The Ukraine/Russia War One Year Later
January 19, 2023
As the Russian invasion of Ukraine approaches the one-year mark, the outcome is still to be determined. The Ukrainian military has outperformed...
GS, MS, JPM, WFC: Big Bank Release Earnings & How To Trade
January 17, 2023
Investment banking activity, including underwriting and M&A was weak in 4Q, says Chuck Lieberman. He discusses the takeaways from bank stock...
The Fixed Income Outlook is Much Brighter for 2023
January 17, 2023
By Portfolio Managers, Kevin Strauss & Kevin Kelly After a challenging 2022 for fixed income, the outlook is much brighter for 2023. The yields...
The 2023 Outlook
January 9, 2023
By Dr. Charles Lieberman, Co-founder & Chief Investment Officer Expectations for a mild recession are seemingly embedded most everywhere, even as...
Investors should be careful reading into Fed messaging, says Advisors Capital’s Feeney
January 6, 2023
JoAnne Feeney, Advisors Capital Management partner and portfolio manager, and Zachary Hill, Horizon Investments head of portfolio management, join...
Year End Q&A
January 3, 2023
By Dr. Alan Greenspan, Senior Economic Advisor Popular thought seems to be that a recession is required to bring down inflation. Do you think that is...
Bloomberg Market’s The Close (12/23/2022)
December 27, 2022
Kriti Gupta & Sonali Basak bring you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell...
How the EU Could Dominate US Tech Giants
December 19, 2022
By David Ruff, Portfolio Manager The US Federal Trade Commission recently filed suit to stop Microsoft’s $69 billion purchase of Activision...
Bullish on tech as investors need to look for stocks that are still growing: Strategist
December 13, 2022
JoAnne Feeney, partner and portfolio manager at Advisors Capital Management, joins BNN Bloomberg for her market outlook ahead of the Fed decision....
A Tale of Two Economies
December 12, 2022
By Dr. JoAnne Feeney, Partner & Portfolio Manager All eyes will be on the Federal Reserve this week as it gets set to raise its policy rate, the...