Expansion, Not Recession

Stuck between inflation and recession worries, the Federal Reserve navigates braising basis points without scaring the market. ACM’s CIO Lieberman evaluates market headlines in the direct future.

Maintain Your Long-Term Perspective

As we are currently in a period of market correction, it is important to remember that the market always goes up over time. Focus on your long term perspective, and don’t let short term bumps throw you off! Still not convinced? We have the graphs to prove it.

The Fate of Globalization

Interruptions in global supply chains caused by COVID-19 and more recently, the war in Ukraine could have potential long term risks to globalization. Dr. Greenspan considers how ideology and sanctions effects economic progress.

No Where to Hide

Bonds and equities suffer against rising inflation, fed rate hikes, and a lower than expected GDP. While this feels like a downturn, it is more like a rebalancing.

How much will earnings matter?

High inflation, rising interest rates, Covid, and war in Europe has caused stocks to decline due to market volatility. However, as companies release their earnings reports we will see how market risks are actually effecting manufacturing and productivity. Will high earnings beat out the volatility?

Bright, Shiny Objects

Exchange Traded Funds, or EFTs, allow passive investors to gain exposure to a particular grouping of securities, much like bonds, except they can be traded like regular stocks. With low annual fees, ETFs have become very popular. The SEC is set to approve a new type of EFTs that only holds a single stock, that will be supposedly leveraged to give double or triple the stock’s daily performance. Are these new fangled ETFs a good idea?