Adjust Your Sails

Market Commentary

June 17, 2024

Adjust Your Sails

By Randall Coleman
By Randall Coleman, Portfolio Manager, CFA The last time I wrote about sports and investing was five years and 31 double centuries ago (Stamina: Parallels in Investing and Cycling, 9/16/2019). The gist of that piece was that investing and long-distance cycling are grueling, long-term endeavors....

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Tax Free Municipal Bonds Look Attractive

Kevin Strauss
June 10, 2024
By Portfolio Managers – Kevin Strauss & Kevin Kelly Interest rates have broadly increased over the past few years, making tax-free municipal...

Is the Consumer Slowing? 

Paul Broughton
June 3, 2024
By Paul Broughton, Portfolio Manager We’re now approaching the mid-year point of 2024 with five months officially in the books. The S&P 500 is...

Europe – Spring has Arrived

David Ruff
May 28, 2024
By David Ruff, Portfolio Manager In our January 15th commentary, we highlighted several challenges impacting Europe. Battered by one blow after...

Housing Remains an Opportunity, Despite Mixed Data

Dr. JoAnne Feeney
May 20, 2024
Dr. JoAnne Feeney, Partner & Portfolio Manager The U.S. economic growth is slowing, consumers are carrying higher credit card balances, job...

Emerging Markets and ETFs—A Good Idea?

Randall Coleman
May 13, 2024
By Randall Coleman, Portfolio Manager, CFA A week-and-a-half ago, ACM’s portfolio managers had the pleasure of addressing a large audience at our...

Don’t Count Your Chickens…

Dr. Charles Lieberman
May 6, 2024
By Dr. Charles Lieberman, Co-founder and CIO A sizable rise in payroll employment of 175,000 in April was taken as an indication of a slowing...

Don’t chase yield in fixed income

Kevin Kelly
April 29, 2024
By Portfolio Managers – Kevin Kelly & Kevin Strauss If you ask a high yield bond manager, if high yield is attractive, the manager will...

Up, Not Down?

Paul Broughton
April 22, 2024
By Paul Broughton, Portfolio Manager Earnings estimates for the S&P 500 have been moving higher which, you could say, is due to the outlook for a...

What’s Important?

Dr. Charles Lieberman
April 15, 2024
By Dr. Charles Lieberman, Co-founder and CIO; & David Lieberman, Partner and Managing Director Economic growth continues to roll along, while the...

Will the Fed Cut Rates This Year?

Dr. Charles Lieberman
April 8, 2024
By Dr. Charles Lieberman, Co-founder and CIO Investors remain convinced that multiple rate cuts by the Fed are still coming in 2024, even as solid...

The Pitfalls of the Irrational Investor

Dr. JoAnne Feeney
April 1, 2024
Dr. JoAnne Feeney, Partner & Portfolio Manager The last year or so has drawn investor attention to the new and exciting opportunities emerging...

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