Solid growth, amidst a tight labor market, remains an encouraging sign for the future health of the economy and of stock markets.
ACM Q4 2017 Review and Outlook
Advisors Capital Management, LLC (ACM) Q4 2017 Review and Outlook with Chief Investment officer Dr. Charles Lieberman and members our investment committee.
What is Fueling the Market Rise?
Since the year began just a few weeks ago the equity market has rallied over 4%, fueled by continued strong economic data, robust holiday sales, deregulation, and residual momentum stemming from the Tax Cut and Jobs Act.
Dr. Charles Lieberman Sees A Strong U.S Jobs Report
Dr. Charles Lieberman, Chief Investment Officer of Advisors Capital Management was interviewed on January 7, 2018 about his views of the lastest U.S Jobs report.
Tax Reform Creates Winners and Losers in High Yield
The recent tax reform package signed into law for 2018 is an overwhelmingly positive development for U.S. corporations.
High Yielding Investors Had to Reaffirm Objectives in 2017
2017 was a reminder to income investors that when their primary objective is cash flow they might have to look the other way while growth is riding high.
Stop Misreading U.S. Job Scene: It’s Tight and Getting Tighter
Fed Chair Jerome Powell should look beyond wrongheaded arguments and get monetary policy back to neutral.
Advisor Gamma
New research shows financial advisor “gamma” may help improve portfolio returns, says Paul Ellenbogen of Morningstar.
2018 Outlook
The U.S. economy is performing excessively well. It exited 2017 with solid momentum and projections of economic growth for 2018 have increased.