‘Tis the Season for Market Opportunities

Market Commentary

December 18, 2023

‘Tis the Season for Market Opportunities

By Dr. JoAnne Feeney
By Dr. JoAnne Feeney, Partner & Portfolio Manager. Happy Holidays to All! ‘Tis the Season when pundits far and wide put out stock market forecasts for 2024: just where will the S&P 500 finish? At 4,750? 5,000? 5,250? Or do we fall back to 4,500?  Or even (gasp) 4,000? As entertaining as...

Our roster is full of world-class financial experts with their fingers on the pulse of what is happening in today’s markets. We bring you the best in Operations, Trading, Compliance, Analysis, Portfolio Managers, and Marketing. Read our latest insights.

Filter

Full Speed Ahead

Dr. Charles Lieberman
December 11, 2023
By Dr. Charles Lieberman, Co-Founder & Chief Investment Officer The latest jobs data is consistent with the soft landing thesis, but such a...

Is A Soft Landing in the Offing?

Dr. Charles Lieberman
December 4, 2023
By Dr. Charles Lieberman, Co-Founder & Chief Investment Officer A month ago, I wrote: “It may take months, possibly even quarters, to answer...

Your Electric Vehicle Future

Randall Coleman
November 27, 2023
Randall Coleman, CFA Climate change is real! Climate change is a hoax! Man-made carbon emissions are the cause of climate change! Man has nothing to...

Be thankful for the compelling opportunity in fixed income

Kevin Kelly
November 20, 2023
By Kevin Kelly, Partner/Portfolio Manager Fixed income is considered boring and simply can’t compete with the latest “hot” stock on...

Headwinds

Paul Broughton
November 13, 2023
By Paul Broughton, Portfolio Manager In mid-July, the Goldman Sachs Financial Conditions Index hit a 2023 year-to-date low (i.e., loose) and a few...

Is A Soft Landing in the Offing?

Dr. Charles Lieberman
November 6, 2023
By Dr. Charles Lieberman, Co-Founder & Chief Investment Officer Hiring has slowed, but it is yet to be determined if it has moderated enough or...

The Great Fall of China?

David Ruff
October 30, 2023
By Portfolio Manager, David Ruff In correction mode since mid-Summer, global equities slumped 10.12% for the three months ending October 27th. ...

Political Meddling: Just Another Feature of the Investing Environment

Dr. JoAnne Feeney
October 23, 2023
By Partner & Portfolio Manager, Dr. JoAnne Feeney Economists regularly plead for politicians to seek efficiency in the pursuit of any fiscal...

Retail is Currently Broken

Randall Coleman
October 16, 2023
By Portfolio Manager, Randall Coleman, CFA Disturbing headlines like these are  practically a daily occurrence. It seems as though retail is under...

Thoughts About the Middle East

Dr. Charles Lieberman
October 9, 2023
By Dr. Charles Lieberman, Co-Founder & Chief Investment Officer I will focus on the investment implications of the war in Gaza rather than the...

Don’t Ignore 6% Yields

Kevin Kelly
October 2, 2023
By Portfolio Managers, Kevin Kelly & Kevin Strauss With interest rates at post global financial crisis highs, fixed income currently provides...

Let’s Talk

Contact us to learn more about the ACM Advantage:
personalized portfolios that align seamlessly with your clients’ financial plans.