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...
Market Commentary
January 17, 2023
The Fixed Income Outlook is Much Brighter for 2023
By Portfolio Managers, Kevin Strauss & Kevin Kelly After a challenging 2022 for fixed income, the outlook is much brighter for 2023. The yields currently available provide attractive opportunities for investors of varying risk tolerances and tax sensitivities. While the Fed is expected to raise...
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.
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...
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...
Market Volatility Will Continue
December 5, 2022
By Dr. Charles Lieberman, Co-founder & Chief Investment Officer The sharp decline in stock and bond prices after the release of a strong jobs...
Money Has a Price Again
November 28, 2022
By Randall Coleman, Portfolio Manager No spoiler alert here: money has a price again. Warning bells went off a year ago when the Federal Reserve...
Our Thoughts on China
November 21, 2022
By David Ruff, Portfolio Manager China’s 20th Communist Party Congress concluded on October 22nd. The week-long, semi-decade, seminal event...
Is a Recession Imminent?
November 14, 2022
By Paul Broughton, Portfolio Manager It seems that certain sectors and industry groups in the market haven’t gotten the memo yet that a recession...
The Fed Will Pump the Brakes
November 7, 2022
By Dr. Charles Lieberman, Co-founder & Chief Investment Officer The Fed will likely downshift from 0.75% hikes to 0.50% each meeting, but this...
Eddie Munster Week
October 31, 2022
By Randall Coleman, Portfolio Manager Happy Halloween! It’s all about eddies this week. Eddie Munster because it’s Halloween and eddy currents...
Earnings: The Other Shoe to Drop?
October 24, 2022
By Dr. JoAnne Feeney, Partner & Portfolio Manager Investors remain on edge as interest rates climb, inflation remains stubbornly high, and...
Searching for a Bottom
October 17, 2022
By Dr. Charles Lieberman, Co-founder & Chief Investment Officer Strong job gains and high inflation pose an extreme challenge to equity (and...
Let’s Talk
Contact us to learn more about the ACM Advantage:
personalized portfolios that align seamlessly with your clients’ financial plans.